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 |
|