Edge Wealth Management’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
2018
Q2
Sell
-9,000
Closed -$198K 631
2018
Q1
$198K Sell
9,000
-11,000
-55% -$242K 0.05% 125
2017
Q4
$444K Hold
20,000
0.13% 91
2017
Q3
$450K Sell
20,000
-10,000
-33% -$225K 0.14% 84
2017
Q2
$672K Sell
30,000
-2,500
-8% -$56K 0.21% 67
2017
Q1
$678K Sell
32,500
-7,500
-19% -$156K 0.24% 63
2016
Q4
$880K Hold
40,000
0.33% 56
2016
Q3
$792K Hold
40,000
0.34% 54
2016
Q2
$720K Sell
40,000
-1,724
-4% -$31K 0.3% 57
2016
Q1
$776K Sell
41,724
-8,276
-17% -$154K 0.35% 53
2015
Q4
$912K Sell
50,000
-5,000
-9% -$91.2K 0.34% 54
2015
Q3
$871K Hold
55,000
0.33% 51
2015
Q2
$851K Hold
55,000
0.29% 52
2015
Q1
$838K Buy
55,000
+500
+0.9% +$7.62K 0.28% 56
2014
Q4
$788K Buy
54,500
+4,500
+9% +$65.1K 0.29% 52
2014
Q3
$749K Buy
50,000
+8,000
+19% +$120K 0.29% 48
2014
Q2
$572K Buy
42,000
+2,000
+5% +$27.2K 0.24% 57
2014
Q1
$627K Buy
40,000
+25,599
+178% +$401K 0.26% 50
2013
Q4
$204K Buy
14,401
+6,350
+79% +$90K 0.09% 88
2013
Q3
$102K Buy
+8,051
New +$102K 0.06% 101