BMT Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.02M | Buy |
92,310
+2,000
| +2% | +$43.8K | 1.27% | 34 |
|
|
2019
Q4 | $3.39M | Buy |
90,310
+2,315
| +3% | +$86.9K | 1.56% | 14 |
|
|
2019
Q3 | $3.28M | Hold |
87,995
| – | – | 1.67% | 11 |
|
|
2019
Q2 | $3.11M | Buy |
87,995
+2,492
| +3% | +$88K | 1.63% | 11 |
|
|
2019
Q1 | $2.76M | Buy |
85,503
+4,445
| +5% | +$144K | 1.51% | 16 |
|
|
2018
Q4 | $2.29M | Buy |
81,058
+10,750
| +15% | +$303K | 1.45% | 16 |
|
|
2018
Q3 | $2.71M | Buy |
70,308
+582
| +0.8% | +$22.4K | 1.56% | 13 |
|
|
2018
Q2 | $2.71M | Buy |
69,726
+1,000
| +1% | +$38.9K | 1.73% | 7 |
|
|
2018
Q1 | $2.52M | Buy |
68,726
+8,215
| +14% | +$302K | 1.7% | 8 |
|
|
2017
Q4 | $2.19M | Buy |
60,511
+13,961
| +30% | +$505K | 1.59% | 10 |
|
|
2017
Q3 | $1.64M | Buy |
+46,550
| New | +$1.64M | 1.52% | 10 |
|