EPG Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,957
| Closed | -$275K | – | 448 |
|
|
2023
Q3 | $275K | Sell |
9,957
-2,408
| -19% | -$66.4K | 0.08% | 199 |
|
|
2023
Q2 | $367K | Buy |
12,365
+108
| +0.9% | +$3.2K | 0.11% | 173 |
|
|
2023
Q1 | $431K | Buy |
12,257
+93
| +0.8% | +$3.27K | 0.14% | 150 |
|
|
2022
Q4 | $493K | Buy |
12,164
+105
| +0.9% | +$4.25K | 0.19% | 107 |
|
|
2022
Q3 | $431K | Buy |
12,059
+106
| +0.9% | +$3.79K | 0.18% | 115 |
|
|
2022
Q2 | $419K | Sell |
11,953
-824
| -6% | -$28.9K | 0.18% | 119 |
|
|
2022
Q1 | $446K | Buy |
12,777
+1,027
| +9% | +$35.8K | 0.15% | 124 |
|
|
2021
Q4 | $426K | Sell |
11,750
-1,283
| -10% | -$46.5K | 0.15% | 128 |
|
|
2021
Q3 | $474K | Buy |
13,033
+2,593
| +25% | +$94.3K | 0.19% | 110 |
|
|
2021
Q2 | $381K | Buy |
10,440
+1,440
| +16% | +$52.6K | 0.16% | 128 |
|
|
2021
Q1 | $347K | Buy |
+9,000
| New | +$347K | 0.17% | 126 |
|