Bartlett & Co’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 | -$45K | – | 1250 |
|
|
2023
Q3 | $45K | Hold |
1,600
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $48K | Hold |
1,600
| – | – | ﹤0.01% | 680 |
|
|
2023
Q1 | $57K | Hold |
1,600
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $65K | Sell |
1,600
-55
| -3% | -$2.23K | ﹤0.01% | 542 |
|
|
2022
Q3 | $60K | Sell |
1,655
-87
| -5% | -$3.15K | ﹤0.01% | 539 |
|
|
2022
Q2 | $62K | Buy |
1,742
+142
| +9% | +$5.05K | ﹤0.01% | 540 |
|
|
2022
Q1 | $56K | Buy |
+1,600
| New | +$56K | ﹤0.01% | 572 |
|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$58K | – | 857 |
|
|
2021
Q3 | $58K | Hold |
1,600
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $58K | Hold |
1,600
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $62K | Hold |
1,600
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $52K | Hold |
1,600
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $34K | Hold |
1,600
| – | – | ﹤0.01% | 545 |
|
|
2020
Q2 | $44K | Hold |
1,600
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $37K | Buy |
+1,600
| New | +$37K | ﹤0.01% | 517 |
|
|
2019
Q3 | $61K | Buy |
+1,600
| New | +$61K | ﹤0.01% | 486 |
|
|
2016
Q3 | – | Sell |
-250
| Closed | -$9K | – | 731 |
|
|
2016
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 620 |
|
|
2016
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 610 |
|
|
2015
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 623 |
|
|
2015
Q3 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 624 |
|