CSat Investment Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-348
| Closed | -$7K | – | 939 |
|
|
2020
Q3 | $7K | Buy |
348
+47
| +16% | +$945 | ﹤0.01% | 1074 |
|
|
2020
Q2 | $8K | Sell |
301
-102
| -25% | -$2.71K | ﹤0.01% | 1073 |
|
|
2020
Q1 | $9K | Buy |
403
+67
| +20% | +$1.5K | ﹤0.01% | 944 |
|
|
2019
Q4 | $13K | Buy |
336
+34
| +11% | +$1.32K | ﹤0.01% | 920 |
|
|
2019
Q3 | $11K | Buy |
302
+60
| +25% | +$2.19K | ﹤0.01% | 901 |
|
|
2019
Q2 | $9K | Buy |
+242
| New | +$9K | ﹤0.01% | 920 |
|