Commonwealth Equity Services’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
8,525
| – | – | ﹤0.01% | 3818 |
|
|
2025
Q1 | $268K | Buy |
+8,525
| New | +$268K | ﹤0.01% | 3598 |
|
|
2019
Q2 | – | Sell |
-4,545
| Closed | -$205K | – | 2818 |
|
|
2019
Q1 | $205K | Hold |
4,545
| – | – | ﹤0.01% | 2448 |
|
|
2018
Q4 | $217K | Sell |
4,545
-1,700
| -27% | -$81.2K | ﹤0.01% | 2261 |
|
|
2018
Q3 | $331K | Hold |
6,245
| – | – | ﹤0.01% | 2086 |
|
|
2018
Q2 | $324K | Sell |
6,245
-95
| -1% | -$4.93K | ﹤0.01% | 2053 |
|
|
2018
Q1 | $322K | Sell |
6,340
-30
| -0.5% | -$1.52K | ﹤0.01% | 2016 |
|
|
2017
Q4 | $337K | Sell |
6,370
-300
| -4% | -$15.9K | ﹤0.01% | 1963 |
|
|
2017
Q3 | $323K | Sell |
6,670
-33
| -0.5% | -$1.6K | ﹤0.01% | 1919 |
|
|
2017
Q2 | $318K | Sell |
6,703
-174
| -3% | -$8.26K | ﹤0.01% | 1878 |
|
|
2017
Q1 | $295K | Buy |
6,877
+1
| +0% | +$43 | ﹤0.01% | 1866 |
|
|
2016
Q4 | $313K | Sell |
6,876
-159
| -2% | -$7.24K | ﹤0.01% | 1748 |
|
|
2016
Q3 | $240K | Sell |
7,035
-873
| -11% | -$29.8K | ﹤0.01% | 1872 |
|
|
2016
Q2 | $288K | Buy |
7,908
+341
| +5% | +$12.4K | ﹤0.01% | 1693 |
|
|
2016
Q1 | $216K | Sell |
7,567
-248
| -3% | -$7.08K | ﹤0.01% | 1863 |
|
|
2015
Q4 | $218K | Buy |
+7,815
| New | +$218K | ﹤0.01% | 1821 |
|