Capital Impact Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-25,158
| Closed | -$1.16M | – | 223 |
|
|
2016
Q4 | $1.16M | Hold |
25,158
| – | – | 0.48% | 73 |
|
|
2016
Q3 | $948K | Hold |
25,158
| – | – | 0.41% | 115 |
|
|
2016
Q2 | $944K | Hold |
25,158
| – | – | 0.44% | 97 |
|
|
2016
Q1 | $923K | Buy |
25,158
+4,300
| +21% | +$158K | 0.44% | 105 |
|
|
2015
Q4 | $772K | Buy |
+20,858
| New | +$772K | 0.37% | 117 |
|