CPIG
Chicago Partners Investment Group’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,808
| Closed | -$191K | – | 883 |
|
|
2018
Q3 | $191K | Hold |
5,808
| – | – | 0.03% | 316 |
|
|
2018
Q2 | $211K | Hold |
5,808
| – | – | 0.03% | 269 |
|
|
2018
Q1 | $205K | Hold |
5,808
| – | – | 0.04% | 248 |
|
|
2017
Q4 | $202K | Hold |
5,808
| – | – | 0.03% | 256 |
|
|
2017
Q3 | $216K | Buy |
+5,808
| New | +$216K | 0.04% | 249 |
|
|
2017
Q2 | – | Sell |
-5,808
| Closed | -$245K | – | 786 |
|
|
2017
Q1 | $245K | Hold |
5,808
| – | – | 0.07% | 172 |
|
|
2016
Q4 | $269K | Hold |
5,808
| – | – | 0.1% | 145 |
|
|
2016
Q3 | $219K | Hold |
5,808
| – | – | 0.09% | 158 |
|
|
2016
Q2 | $218K | Hold |
5,808
| – | – | 0.11% | 128 |
|
|
2016
Q1 | $213K | Hold |
5,808
| – | – | 0.11% | 121 |
|
|
2015
Q4 | $215K | Hold |
5,808
| – | – | 0.1% | 145 |
|
|
2015
Q3 | $221K | Hold |
5,808
| – | – | 0.12% | 113 |
|
|
2015
Q2 | $234K | Sell |
5,808
-20
| -0.3% | -$806 | 0.11% | 120 |
|
|
2015
Q1 | $218K | Buy |
5,828
+20
| +0.3% | +$748 | 0.1% | 121 |
|
|
2014
Q4 | $218K | Buy |
+5,808
| New | +$218K | 0.09% | 115 |
|