Carroll Financial Associates’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13K | Hold |
369
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q3 | $13K | Sell |
369
-246
| -40% | -$8.67K | ﹤0.01% | 1127 |
|
|
2021
Q2 | $22K | Sell |
615
-401
| -39% | -$14.3K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $39K | Sell |
1,016
-121
| -11% | -$4.65K | ﹤0.01% | 827 |
|
|
2020
Q4 | $36K | Hold |
1,137
| – | – | ﹤0.01% | 777 |
|
|
2020
Q3 | $24K | Sell |
1,137
-14
| -1% | -$296 | ﹤0.01% | 821 |
|
|
2020
Q2 | $31K | Buy |
+1,151
| New | +$31K | ﹤0.01% | 772 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$1K | – | 1684 |
|
|
2019
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1460 |
|
|
2019
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1332 |
|
|
2018
Q4 | $1K | Sell |
34
-171
| -83% | -$5.03K | ﹤0.01% | 1261 |
|
|
2018
Q3 | $7K | Buy |
205
+5
| +3% | +$171 | ﹤0.01% | 1003 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 960 |
|
|
2018
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 939 |
|