Cetera Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $223K | Buy |
6,225
+66
| +1% | +$2.33K | ﹤0.01% | 2149 |
|
|
2023
Q4 | $231K | Buy |
+6,159
| New | +$196K | ﹤0.01% | 1567 |
|
|
2023
Q2 | – | Sell |
-6,642
| Closed | -$234K | – | 1764 |
|
|
2023
Q1 | $234K | Sell |
6,642
-232
| -3% | -$9.11K | ﹤0.01% | 1413 |
|
|
2022
Q4 | $278K | Buy |
6,874
+720
| +12% | +$29.2K | 0.01% | 1276 |
|
|
2022
Q3 | $220K | Buy |
6,154
+14
| +0.2% | +$522 | 0.01% | 1091 |
|
|
2022
Q2 | $215K | Buy |
6,140
+81
| +1% | +$2.84K | ﹤0.01% | 1204 |
|
|
2022
Q1 | $211K | Buy |
6,059
+346
| +6% | +$12.6K | ﹤0.01% | 1289 |
|
|
2021
Q4 | $207K | Sell |
5,713
-781
| -12% | -$28.8K | ﹤0.01% | 1308 |
|
|
2021
Q3 | $236K | Buy |
6,494
+866
| +15% | +$30.3K | ﹤0.01% | 1232 |
|
|
2021
Q2 | $205K | Buy |
5,628
+102
| +2% | +$4.01K | ﹤0.01% | 1226 |
|
|
2021
Q1 | $213K | Buy |
+5,526
| New | +$203K | 0.01% | 1121 |
|
|
2020
Q2 | – | Sell |
-13,595
| Closed | -$314K | – | 959 |
|
|
2020
Q1 | $314K | Sell |
13,595
-600
| -4% | -$18.8K | 0.02% | 583 |
|
|
2019
Q4 | $550K | Hold |
14,195
| – | – | 0.02% | 528 |
|
|
2019
Q3 | $538K | Sell |
14,195
-500
| -3% | -$18.5K | 0.02% | 522 |
|
|
2019
Q2 | $545K | Buy |
14,695
+8,616
| +142% | +$324K | 0.02% | 542 |
|
|
2019
Q1 | $219K | Buy |
+6,079
| New | +$219K | 0.01% | 747 |
|
|
2018
Q4 | – | Sell |
-6,250
| Closed | -$225K | – | 964 |
|
|
2018
Q3 | $225K | Hold |
6,250
| – | – | 0.01% | 838 |
|
|
2018
Q2 | $225K | Sell |
6,250
-1,100
| -15% | -$39.4K | 0.01% | 773 |
|
|
2018
Q1 | $263K | Sell |
7,350
-300
| -4% | -$10.9K | 0.02% | 654 |
|
|
2017
Q4 | $262K | Sell |
7,650
-1,850
| -19% | -$66.7K | 0.02% | 627 |
|
|
2017
Q3 | $351K | Sell |
9,500
-750
| -7% | -$26.4K | 0.02% | 568 |
|
|
2017
Q2 | $408K | Buy |
10,250
+100
| +1% | +$3.97K | 0.03% | 524 |
|
|
2017
Q1 | $430K | Hold |
10,150
| – | – | 0.03% | 479 |
|
|
2016
Q4 | $472K | Sell |
10,150
-281
| -3% | -$11.9K | 0.04% | 422 |
|
|
2016
Q3 | $393K | Buy |
10,431
+331
| +3% | +$12.7K | 0.03% | 485 |
|
|
2016
Q2 | $380K | Buy |
10,100
+750
| +8% | +$28.3K | 0.03% | 505 |
|
|
2016
Q1 | $340K | Hold |
9,350
| – | – | 0.03% | 495 |
|
|
2015
Q4 | $341K | Buy |
9,350
+400
| +4% | +$15.8K | 0.03% | 500 |
|
|
2015
Q3 | $339K | Buy |
8,950
+500
| +6% | +$19.6K | 0.03% | 458 |
|
|
2015
Q2 | $338K | Buy |
8,450
+700
| +9% | +$26.8K | 0.03% | 480 |
|
|
2015
Q1 | $293K | Buy |
7,750
+700
| +10% | +$25.6K | 0.03% | 509 |
|
|
2014
Q4 | $262K | Buy |
7,050
+250
| +4% | +$8.59K | 0.03% | 517 |
|
|
2014
Q3 | $206K | Buy |
+6,800
| New | +$219K | 0.02% | 547 |
|
Other funds holding UBSI
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