Berkshire Asset Management’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,410
| Closed | -$90.7K | – | 230 |
|
|
2022
Q4 | $90.7K | Sell |
12,410
-7,590
| -38% | -$55.5K | 0.01% | 138 |
|
|
2022
Q3 | $130K | Hold |
20,000
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $152K | Hold |
20,000
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $166K | Hold |
20,000
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $162K | Buy |
+20,000
| New | +$162K | 0.01% | 236 |
|