Bartlett & Co Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,600
| Closed | -$44.7K | – | 1271 |
|
|
2023
Q3 | $44.7K | Hold |
1,600
| – | – | ﹤0.01% | 682 |
|
|
2023
Q2 | $48K | Hold |
1,600
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $56.9K | Hold |
1,600
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $65.4K | Sell |
1,600
-55
| -3% | -$2.25K | ﹤0.01% | 541 |
|
|
2022
Q3 | $59.8K | Sell |
1,655
-87
| -5% | -$3.14K | ﹤0.01% | 537 |
|
|
2022
Q2 | $61.7K | Buy |
1,742
+142
| +9% | +$5.03K | ﹤0.01% | 540 |
|
|
2022
Q1 | $56.4K | Buy |
+1,600
| New | +$56.4K | ﹤0.01% | 567 |
|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$58.8K | – | 857 |
|
|
2021
Q3 | $58.8K | Hold |
1,600
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $59K | Hold |
1,600
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $62.3K | Hold |
1,600
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $52.4K | Hold |
1,600
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $34.9K | Hold |
1,600
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $44.8K | Hold |
1,600
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $37.5K | Hold |
1,600
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $62.4K | Hold |
1,600
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $61.1K | Buy |
+1,600
| New | +$61.1K | ﹤0.01% | 487 |
|