Dubuque Bank & Trust’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-623
| Closed | -$23K | – | 574 |
|
|
2019
Q1 | $23K | Hold |
623
| – | – | ﹤0.01% | 364 |
|
|
2018
Q4 | $19K | Hold |
623
| – | – | ﹤0.01% | 366 |
|
|
2018
Q3 | $23K | Sell |
623
-10,095
| -94% | -$373K | ﹤0.01% | 346 |
|
|
2018
Q2 | $390K | Sell |
10,718
-1,085
| -9% | -$39.5K | 0.06% | 113 |
|
|
2018
Q1 | $416K | Buy |
11,803
+736
| +7% | +$25.9K | 0.07% | 115 |
|
|
2017
Q4 | $385K | Sell |
11,067
-248
| -2% | -$8.63K | 0.06% | 145 |
|
|
2017
Q3 | $420K | Buy |
11,315
+539
| +5% | +$20K | 0.07% | 136 |
|
|
2017
Q2 | $422K | Buy |
10,776
+6,330
| +142% | +$248K | 0.09% | 125 |
|
|
2017
Q1 | $188K | Buy |
+4,446
| New | +$188K | 0.04% | 200 |
|