FinTrust Capital Advisors’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 |
-20
| Closed | -$552 | – | 1312 |
|
|
2023
Q3 | $552 | Sell |
20
-8
| -29% | -$221 | ﹤0.01% | 1150 |
|
|
2023
Q2 | $1.13K | Hold |
28
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q1 | $1.13K | Hold |
28
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q4 | $1.13K | Sell |
28
-208
| -88% | -$8.42K | ﹤0.01% | 1082 |
|
|
2022
Q3 | $9K | Hold |
236
| – | – | ﹤0.01% | 905 |
|
|
2022
Q2 | $9K | Sell |
236
-10
| -4% | -$381 | ﹤0.01% | 922 |
|
|
2022
Q1 | $8K | Hold |
246
| – | – | ﹤0.01% | 999 |
|
|
2021
Q4 | $9K | Hold |
246
| – | – | ﹤0.01% | 937 |
|
|
2021
Q3 | $9K | Hold |
246
| – | – | ﹤0.01% | 937 |
|
|
2021
Q2 | $9K | Hold |
246
| – | – | ﹤0.01% | 952 |
|
|
2021
Q1 | $9K | Hold |
246
| – | – | ﹤0.01% | 922 |
|
|
2020
Q4 | $8K | Hold |
246
| – | – | ﹤0.01% | 891 |
|
|
2020
Q3 | $5 | Buy |
246
+208
| +547% | +$4 | ﹤0.01% | 959 |
|
|
2020
Q2 | $1K | Sell |
38
-73
| -66% | -$1.92K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 967 |
|
|
2019
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 909 |
|
|
2019
Q3 | $4K | Buy |
111
+15
| +16% | +$541 | ﹤0.01% | 898 |
|
|
2019
Q2 | $4K | Sell |
96
-92
| -49% | -$3.83K | ﹤0.01% | 874 |
|
|
2019
Q1 | $6K | Sell |
188
-67
| -26% | -$2.14K | ﹤0.01% | 898 |
|
|
2018
Q4 | $8K | Buy |
+255
| New | +$8K | ﹤0.01% | 824 |
|