Bridgewater Wealth & Financial Management’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,951
| Closed | -$202K | – | 35 |
|
|
2017
Q2 | $202K | Sell |
5,951
-2,300
| -28% | -$78.1K | 0.07% | 115 |
|
|
2017
Q1 | $290K | Hold |
8,251
| – | – | 0.11% | 83 |
|
|
2016
Q4 | $295K | Hold |
8,251
| – | – | 0.11% | 81 |
|
|
2016
Q3 | $221K | Hold |
8,251
| – | – | 0.08% | 104 |
|
|
2016
Q2 | $204K | Hold |
8,251
| – | – | 0.07% | 111 |
|
|
2016
Q1 | $203K | Buy |
+8,251
| New | +$203K | 0.07% | 111 |
|