Aptus Capital Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,673
| Closed | -$202K | – | 847 |
|
|
2023
Q1 | $202K | Hold |
5,673
| – | – | 0.01% | 466 |
|
|
2022
Q4 | $230K | Hold |
5,673
| – | – | 0.01% | 453 |
|
|
2022
Q3 | $205K | Hold |
5,673
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $201K | Sell |
5,673
-600
| -10% | -$21.3K | 0.01% | 366 |
|
|
2022
Q1 | $221K | Hold |
6,273
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $230K | Hold |
6,273
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $230K | Buy |
+6,273
| New | +$230K | 0.01% | 318 |
|