B. Riley Wealth Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,639
| Closed | -$404K | – | 904 |
|
|
2019
Q3 | $404K | Buy |
10,639
+3,874
| +57% | +$147K | 0.04% | 478 |
|
|
2019
Q2 | $252K | Buy |
+6,765
| New | +$252K | 0.03% | 634 |
|
|
2015
Q1 | – | Sell |
-151
| Closed | -$6 | – | 1891 |
|
|
2014
Q4 | $6 | Buy |
+151
| New | +$6 | ﹤0.01% | 3096 |
|
|
2014
Q3 | – | Sell |
-151
| Closed | -$4.88K | – | 1806 |
|
|
2014
Q2 | $4.88K | Buy |
+151
| New | +$4.88K | ﹤0.01% | 2049 |
|