Disciplined Investments’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 |
-27
| Closed | -$801 | – | 1450 |
|
|
2023
Q2 | $801 | Sell |
27
-3
| -10% | -$89 | ﹤0.01% | 1057 |
|
|
2023
Q1 | $1.06K | Sell |
30
-5
| -14% | -$176 | ﹤0.01% | 928 |
|
|
2022
Q4 | $1.42K | Buy |
35
+1
| +3% | +$40 | ﹤0.01% | 754 |
|
|
2022
Q3 | $1K | Buy |
34
+2
| +6% | +$59 | ﹤0.01% | 1111 |
|
|
2022
Q2 | $1K | Buy |
32
+5
| +19% | +$156 | ﹤0.01% | 1141 |
|
|
2022
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1208 |
|