Beacon Investment Advisory Services’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,100
| Closed | -$227K | – | 299 |
|
2021
Q4 | $227K | Hold |
6,100
| – | – | 0.01% | 287 |
|
2021
Q3 | $225K | Hold |
6,100
| – | – | 0.01% | 286 |
|
2021
Q2 | $221K | Sell |
6,100
-300
| -5% | -$10.9K | 0.01% | 289 |
|
2021
Q1 | $246K | Sell |
6,400
-200
| -3% | -$7.69K | 0.01% | 272 |
|
2020
Q4 | $217K | Buy |
+6,600
| New | +$217K | 0.01% | 260 |
|