CWM
Compass Wealth Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,900
| Closed | -$52.4K | – | 408 |
|
|
2023
Q3 | $52.4K | Sell |
1,900
-950
| -33% | -$26.2K | 0.02% | 230 |
|
|
2023
Q2 | $84.6K | Hold |
2,850
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $100K | Sell |
2,850
-3,620
| -56% | -$127K | 0.03% | 186 |
|
|
2022
Q4 | $262K | Buy |
+6,470
| New | +$262K | 0.09% | 137 |
|