BHZ Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-10,108
| Closed | -$367K | – | 144 |
|
2021
Q4 | $367K | Buy |
+10,108
| New | +$367K | 0.12% | 105 |
|
2018
Q4 | – | Sell |
-48,841
| Closed | -$1.78M | – | 135 |
|
2018
Q3 | $1.78M | Hold |
48,841
| – | – | 0.44% | 63 |
|
2018
Q2 | $1.78M | Buy |
48,841
+38,056
| +353% | +$1.39M | 0.51% | 53 |
|
2018
Q1 | $380K | Buy |
+10,785
| New | +$380K | 0.13% | 98 |
|