City State Bank’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-400
| Closed | -$14K | – | 764 |
|
|
2024
Q1 | $14K | Hold |
400
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $15K | Sell |
400
-100
| -20% | -$3.75K | 0.01% | 424 |
|
|
2023
Q3 | $14K | Hold |
500
| – | – | 0.01% | 426 |
|
|
2023
Q2 | $15K | Hold |
500
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $18K | Hold |
500
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $20K | Hold |
500
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $18K | Hold |
500
| – | – | 0.01% | 362 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | 0.01% | 366 |
|
|
2022
Q1 | $17K | Hold |
500
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $18K | Buy |
+500
| New | +$18K | 0.01% | 400 |
|