Aspire Private Capital’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,131
| Closed | -$42K | – | 596 |
|
2024
Q3 | $42K | Hold |
1,131
| – | – | 0.01% | 244 |
|
2024
Q2 | $36.7K | Hold |
1,131
| – | – | 0.01% | 257 |
|
2024
Q1 | $40.5K | Hold |
1,131
| – | – | 0.01% | 250 |
|
2023
Q4 | $42.5K | Hold |
1,131
| – | – | 0.01% | 237 |
|
2023
Q3 | $31.2K | Hold |
1,131
| – | – | 0.01% | 256 |
|
2023
Q2 | $33.6K | Hold |
1,131
| – | – | 0.01% | 240 |
|
2023
Q1 | $39.8K | Hold |
1,131
| – | – | 0.01% | 226 |
|
2022
Q4 | $45.8K | Hold |
1,131
| – | – | 0.02% | 199 |
|
2022
Q3 | $40K | Hold |
1,131
| – | – | 0.02% | 218 |
|
2022
Q2 | $40K | Hold |
1,131
| – | – | 0.01% | 225 |
|
2022
Q1 | $39K | Hold |
1,131
| – | – | 0.01% | 230 |
|
2021
Q4 | $41K | Hold |
1,131
| – | – | 0.01% | 234 |
|
2021
Q3 | $41K | Hold |
1,131
| – | – | 0.01% | 227 |
|
2021
Q2 | $41K | Buy |
1,131
+967
| +590% | +$35.1K | 0.01% | 225 |
|
2021
Q1 | $6K | Hold |
164
| – | – | ﹤0.01% | 372 |
|
2020
Q4 | $5K | Sell |
164
-2,892
| -95% | -$88.2K | ﹤0.01% | 305 |
|
2020
Q3 | $66K | Buy |
+3,056
| New | +$66K | 0.03% | 193 |
|