Delta Asset Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-175
| Closed | -$5K | – | 624 |
|
|
2018
Q4 | $5K | Sell |
175
-55
| -24% | -$1.57K | ﹤0.01% | 520 |
|
|
2018
Q3 | $8K | Hold |
230
| – | – | ﹤0.01% | 492 |
|
|
2018
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $8K | Buy |
230
+30
| +15% | +$1.04K | ﹤0.01% | 470 |
|
|
2017
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 485 |
|