Creative Financial Designs’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94K | Hold |
53
| – | – | ﹤0.01% | 1688 |
|
|
2025
Q1 | $1.82K | Buy |
53
+1
| +2% | +$34 | ﹤0.01% | 1684 |
|
|
2024
Q4 | $1.96K | Hold |
52
| – | – | ﹤0.01% | 1599 |
|
|
2024
Q3 | $1.91K | Buy |
52
+1
| +2% | +$37 | ﹤0.01% | 1533 |
|
|
2024
Q2 | $1.65K | Buy |
+51
| New | +$1.65K | ﹤0.01% | 1504 |
|
|
2021
Q4 | – | Sell |
-900
| Closed | -$33K | – | 1453 |
|
|
2021
Q3 | $33K | Hold |
900
| – | – | 0.01% | 721 |
|
|
2021
Q2 | $33K | Hold |
900
| – | – | 0.01% | 715 |
|
|
2021
Q1 | $35K | Hold |
900
| – | – | 0.01% | 648 |
|
|
2020
Q4 | $29K | Hold |
900
| – | – | 0.01% | 636 |
|
|
2020
Q3 | $19K | Hold |
900
| – | – | ﹤0.01% | 671 |
|
|
2020
Q2 | $25K | Buy |
+900
| New | +$25K | 0.01% | 560 |
|