Ergoteles’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,608
| Closed | -$730K | – | 796 |
|
|
2023
Q2 | $730K | Sell |
24,608
-76,579
| -76% | -$2.27M | 0.04% | 550 |
|
|
2023
Q1 | $3.56M | Buy |
101,187
+75,085
| +288% | +$2.64M | 0.14% | 124 |
|
|
2022
Q4 | $1.06M | Buy |
+26,102
| New | +$1.06M | 0.04% | 447 |
|
|
2022
Q2 | – | Sell |
-86,098
| Closed | -$3M | – | 2014 |
|
|
2022
Q1 | $3M | Sell |
86,098
-51,824
| -38% | -$1.81M | 0.11% | 198 |
|
|
2021
Q4 | $5M | Buy |
+137,922
| New | +$5M | 0.19% | 118 |
|
|
2021
Q1 | – | Sell |
-107,700
| Closed | -$3.49M | – | 1065 |
|
|
2020
Q4 | $3.49M | Buy |
+107,700
| New | +$3.49M | 0.12% | 183 |
|