Emerald Mutual Fund Advisers Trust’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $733K | Buy |
20,108
+16,636
| +479% | +$606K | 0.04% | 151 |
|
2025
Q1 | $120K | Buy |
+3,472
| New | +$120K | 0.01% | 197 |
|
2020
Q3 | – | Sell |
-26,175
| Closed | -$724K | – | 358 |
|
2020
Q2 | $724K | Hold |
26,175
| – | – | 0.03% | 187 |
|
2020
Q1 | $604K | Buy |
+26,175
| New | +$604K | 0.04% | 180 |
|
2017
Q1 | – | Sell |
-18,300
| Closed | -$846K | – | 287 |
|
2016
Q4 | $846K | Hold |
18,300
| – | – | 0.04% | 214 |
|
2016
Q3 | $689K | Buy |
+18,300
| New | +$689K | 0.04% | 214 |
|