Berman Capital Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11K | Buy |
312
+65
| +26% | +$2.29K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $9K | Sell |
247
-140
| -36% | -$5.1K | ﹤0.01% | 1176 |
|
|
2021
Q1 | $14K | Buy |
387
+1
| +0.3% | +$36 | ﹤0.01% | 930 |
|
|
2020
Q4 | $12K | Buy |
386
+51
| +15% | +$1.59K | ﹤0.01% | 859 |
|
|
2020
Q3 | $7K | Sell |
335
-2
| -0.6% | -$42 | ﹤0.01% | 941 |
|
|
2020
Q2 | $9K | Hold |
337
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $7K | Buy |
+337
| New | +$7K | ﹤0.01% | 805 |
|