Aperio Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.9M | Sell |
58,539
-7,214
| -11% | -$234K | 0.01% | 1263 |
|
|
2020
Q3 | $1.41M | Sell |
65,753
-28,476
| -30% | -$612K | ﹤0.01% | 1277 |
|
|
2020
Q2 | $2.61M | Sell |
94,229
-9,729
| -9% | -$269K | 0.01% | 992 |
|
|
2020
Q1 | $2.4M | Buy |
103,958
+71,492
| +220% | +$1.65M | 0.01% | 946 |
|
|
2019
Q4 | $1.26M | Sell |
32,466
-537
| -2% | -$20.8K | ﹤0.01% | 1312 |
|
|
2019
Q3 | $1.25M | Buy |
33,003
+1,649
| +5% | +$62.5K | ﹤0.01% | 1285 |
|
|
2019
Q2 | $1.16M | Sell |
31,354
-1,019
| -3% | -$37.8K | ﹤0.01% | 1329 |
|
|
2019
Q1 | $1.17M | Sell |
32,373
-547
| -2% | -$19.8K | 0.01% | 1289 |
|
|
2018
Q4 | $1.02M | Sell |
32,920
-27,331
| -45% | -$850K | 0.01% | 1298 |
|
|
2018
Q3 | $2.19M | Buy |
60,251
+6,419
| +12% | +$233K | 0.01% | 1025 |
|
|
2018
Q2 | $1.96M | Sell |
53,832
-3,350
| -6% | -$122K | 0.01% | 1040 |
|
|
2018
Q1 | $2.02M | Buy |
57,182
+5,805
| +11% | +$205K | 0.01% | 1005 |
|
|
2017
Q4 | $1.79M | Sell |
51,377
-18
| -0% | -$625 | 0.01% | 1026 |
|
|
2017
Q3 | $1.91M | Buy |
51,395
+16,626
| +48% | +$618K | 0.01% | 956 |
|
|
2017
Q2 | $1.36M | Buy |
34,769
+23,293
| +203% | +$913K | 0.01% | 1086 |
|
|
2017
Q1 | $485K | Sell |
11,476
-473
| -4% | -$20K | ﹤0.01% | 1562 |
|
|
2016
Q4 | $553K | Buy |
11,949
+333
| +3% | +$15.4K | ﹤0.01% | 1451 |
|
|
2016
Q3 | $438K | Buy |
11,616
+46
| +0.4% | +$1.74K | ﹤0.01% | 1524 |
|
|
2016
Q2 | $434K | Sell |
11,570
-257
| -2% | -$9.64K | ﹤0.01% | 1466 |
|
|
2016
Q1 | $434K | Buy |
11,827
+4,484
| +61% | +$165K | ﹤0.01% | 1438 |
|
|
2015
Q4 | $272K | Buy |
7,343
+565
| +8% | +$20.9K | ﹤0.01% | 1674 |
|
|
2015
Q3 | $257K | Buy |
6,778
+64
| +1% | +$2.43K | ﹤0.01% | 1644 |
|
|
2015
Q2 | $270K | Buy |
6,714
+605
| +10% | +$24.3K | ﹤0.01% | 1700 |
|
|
2015
Q1 | $230K | Buy |
6,109
+274
| +5% | +$10.3K | ﹤0.01% | 1743 |
|
|
2014
Q4 | $219K | Buy |
+5,835
| New | +$219K | ﹤0.01% | 1690 |
|