Concord Wealth Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,494
| Closed | -$44.3K | – | 1074 |
|
|
2023
Q2 | $44.3K | Hold |
1,494
| – | – | 0.01% | 384 |
|
|
2023
Q1 | $52.6K | Hold |
1,494
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $60.5K | Buy |
+1,494
| New | +$60.5K | 0.02% | 337 |
|
|
2022
Q3 | – | Sell |
-1,494
| Closed | -$52K | – | 1082 |
|
|
2022
Q2 | $52K | Hold |
1,494
| – | – | 0.01% | 370 |
|
|
2022
Q1 | $52K | Hold |
1,494
| – | – | 0.01% | 432 |
|
|
2021
Q4 | $54K | Hold |
1,494
| – | – | 0.01% | 445 |
|
|
2021
Q3 | $54K | Hold |
1,494
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $55K | Hold |
1,494
| – | – | 0.02% | 344 |
|
|
2021
Q1 | $58K | Hold |
1,494
| – | – | 0.02% | 310 |
|
|
2020
Q4 | $48K | Buy |
+1,494
| New | +$48K | 0.04% | 217 |
|