Envestnet Portfolio Solutions’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,082
| Closed | -$228K | – | 1769 |
|
|
2024
Q4 | $228K | Sell |
6,082
-578
| -9% | -$21.7K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $247K | Buy |
6,660
+73
| +1% | +$2.71K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $214K | Buy |
6,587
+350
| +6% | +$11.4K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $223K | Sell |
6,237
-244
| -4% | -$8.73K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $243K | Buy |
+6,481
| New | +$243K | ﹤0.01% | 1399 |
|