Dimensional Fund Advisors’s United Bancshares Inc/OH UBOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-81,480
| Closed | -$2.32M | – | 3600 |
|
|
2022
Q2 | $2.32M | Buy |
81,480
+674
| +0.8% | +$19.2K | ﹤0.01% | 2701 |
|
|
2022
Q1 | $2.6M | Buy |
80,806
+402
| +0.5% | +$12.9K | ﹤0.01% | 2760 |
|
|
2021
Q4 | $2.45M | Sell |
80,404
-572
| -0.7% | -$17.4K | ﹤0.01% | 2794 |
|
|
2021
Q3 | $2.47M | Buy |
80,976
+14
| +0% | +$427 | ﹤0.01% | 2792 |
|
|
2021
Q2 | $2.92M | Buy |
80,962
+42,535
| +111% | +$1.53M | ﹤0.01% | 2769 |
|
|
2021
Q1 | $970K | Buy |
38,427
+452
| +1% | +$11.4K | ﹤0.01% | 3021 |
|
|
2020
Q4 | $929K | Hold |
37,975
| – | – | ﹤0.01% | 2994 |
|
|
2020
Q3 | $780K | Hold |
37,975
| – | – | ﹤0.01% | 2984 |
|
|
2020
Q2 | $680K | Sell |
37,975
-800
| -2% | -$14.3K | ﹤0.01% | 3018 |
|
|
2020
Q1 | $630K | Hold |
38,775
| – | – | ﹤0.01% | 3013 |
|
|
2019
Q4 | $881K | Hold |
38,775
| – | – | ﹤0.01% | 3031 |
|
|
2019
Q3 | $776K | Hold |
38,775
| – | – | ﹤0.01% | 3060 |
|
|
2019
Q2 | $782K | Buy |
38,775
+500
| +1% | +$10.1K | ﹤0.01% | 3105 |
|
|
2019
Q1 | $885K | Buy |
38,275
+2,645
| +7% | +$61.2K | ﹤0.01% | 3062 |
|
|
2018
Q4 | $691K | Buy |
35,630
+700
| +2% | +$13.6K | ﹤0.01% | 3093 |
|
|
2018
Q3 | $800K | Buy |
34,930
+100
| +0.3% | +$2.29K | ﹤0.01% | 3112 |
|
|
2018
Q2 | $792K | Sell |
34,830
-400
| -1% | -$9.1K | ﹤0.01% | 3060 |
|
|
2018
Q1 | $761K | Buy |
35,230
+700
| +2% | +$15.1K | ﹤0.01% | 3048 |
|
|
2017
Q4 | $763K | Buy |
34,530
+1,544
| +5% | +$34.1K | ﹤0.01% | 3037 |
|
|
2017
Q3 | $727K | Hold |
32,986
| – | – | ﹤0.01% | 3052 |
|
|
2017
Q2 | $767K | Buy |
32,986
+300
| +0.9% | +$6.98K | ﹤0.01% | 3030 |
|
|
2017
Q1 | $682K | Hold |
32,686
| – | – | ﹤0.01% | 3044 |
|
|
2016
Q4 | $719K | Hold |
32,686
| – | – | ﹤0.01% | 3036 |
|
|
2016
Q3 | $654K | Hold |
32,686
| – | – | ﹤0.01% | 3016 |
|
|
2016
Q2 | $582K | Hold |
32,686
| – | – | ﹤0.01% | 3024 |
|
|
2016
Q1 | $608K | Hold |
32,686
| – | – | ﹤0.01% | 3015 |
|
|
2015
Q4 | $596K | Hold |
32,686
| – | – | ﹤0.01% | 3053 |
|
|
2015
Q3 | $513K | Hold |
32,686
| – | – | ﹤0.01% | 3111 |
|
|
2015
Q2 | $512K | Buy |
32,686
+450
| +1% | +$7.05K | ﹤0.01% | 3136 |
|
|
2015
Q1 | $489K | Hold |
32,236
| – | – | ﹤0.01% | 3111 |
|
|
2014
Q4 | $473K | Buy |
32,236
+1,034
| +3% | +$15.2K | ﹤0.01% | 3142 |
|
|
2014
Q3 | $467K | Buy |
31,202
+800
| +3% | +$12K | ﹤0.01% | 3160 |
|
|
2014
Q2 | $409K | Buy |
30,402
+525
| +2% | +$7.06K | ﹤0.01% | 3216 |
|
|
2014
Q1 | $469K | Sell |
29,877
-191
| -0.6% | -$3K | ﹤0.01% | 3208 |
|
|
2013
Q4 | $430K | Buy |
30,068
+906
| +3% | +$13K | ﹤0.01% | 3200 |
|
|
2013
Q3 | $368K | Hold |
29,162
| – | – | ﹤0.01% | 3232 |
|
|
2013
Q2 | $343K | Buy |
+29,162
| New | +$343K | ﹤0.01% | 3244 |
|