Belpointe Asset Management’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-309
| Closed | -$6.83K | – | 3227 |
|
|
2023
Q1 | $6.83K | Hold |
309
| – | – | ﹤0.01% | 2896 |
|
|
2022
Q4 | $7.23K | Buy |
+309
| New | +$7.23K | ﹤0.01% | 2778 |
|
|
2022
Q2 | – | Sell |
-3,545
| Closed | -$109K | – | 1270 |
|
|
2022
Q1 | $109K | Hold |
3,545
| – | – | 0.01% | 1179 |
|
|
2021
Q4 | $103K | Hold |
3,545
| – | – | 0.01% | 1179 |
|
|
2021
Q3 | $113K | Hold |
3,545
| – | – | 0.01% | 1102 |
|
|
2021
Q2 | $128K | Hold |
3,545
| – | – | 0.01% | 1020 |
|
|
2021
Q1 | $106K | Buy |
+3,545
| New | +$106K | 0.01% | 984 |
|