Financial Gravity Asset Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$82 | – | 2468 |
|
|
2024
Q1 | $82 | Buy |
+2
| New | +$82 | ﹤0.01% | 1760 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.17K | – | 1757 |
|
|
2023
Q2 | $1.17K | Sell |
30
-5
| -14% | -$194 | ﹤0.01% | 771 |
|
|
2023
Q1 | $3 | Sell |
35
-5
| -13% | – | ﹤0.01% | 972 |
|
|
2022
Q4 | $1.43K | Buy |
+40
| New | +$1.43K | 0.01% | 594 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$37K | – | 1015 |
|
|
2021
Q2 | $37K | Buy |
+1
| New | +$37K | 0.01% | 660 |
|