Duality Advisers’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,704
| Closed | -$406K | – | 748 |
|
|
2023
Q3 | $406K | Buy |
+14,704
| New | +$406K | 0.05% | 444 |
|
|
2021
Q4 | – | Sell |
-38,426
| Closed | -$1.4M | – | 688 |
|
|
2021
Q3 | $1.4M | Buy |
+38,426
| New | +$1.4M | 0.11% | 298 |
|
|
2020
Q1 | – | Sell |
-8,180
| Closed | -$316K | – | 308 |
|
|
2019
Q4 | $316K | Buy |
8,180
+1,890
| +30% | +$73K | 0.02% | 345 |
|
|
2019
Q3 | $238K | Buy |
+6,290
| New | +$238K | 0.01% | 323 |
|