Caldwell Trust’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44
|
|
||||
|
2023
Q2 | $1.3K | Hold |
44
|
|
||||
|
2023
Q1 | $1.55K | Hold |
44
|
|
||||
|
2022
Q4 | $1.78K | Hold |
44
|
|
||||
|
2022
Q3 | $1.57K | Hold |
44
|
|
||||
|
2022
Q2 | $1.54K | Hold |
44
|
|
||||
|
2022
Q1 | $1.53K | Hold |
44
|
|
||||
|
2021
Q4 | $1.6K | Hold |
44
|
|
||||
|
2021
Q3 | $1.6K | Hold |
44
|
|
||||
|
2021
Q2 | $1.61K | Buy |
+44
|
|