FinTrust Capital Advisors’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$552	–	1340
2023 Q3	$552	Sell	20 -8	-29%	-$241	﹤0.01%	1164
2023 Q2	$1.13K	Hold	28	–	–	﹤0.01%	1094
2023 Q1	$1.13K	Hold	28	–	–	﹤0.01%	1087
2022 Q4	$1.13K	Sell	28 -208	-88%	-$8.43K	﹤0.01%	1084
2022 Q3	$9K	Hold	236	–	–	﹤0.01%	907
2022 Q2	$9K	Sell	236 -10	-4%	-$351	﹤0.01%	924
2022 Q1	$8K	Hold	246	–	–	﹤0.01%	1003
2021 Q4	$9K	Hold	246	–	–	﹤0.01%	942
2021 Q3	$9K	Hold	246	–	–	﹤0.01%	946
2021 Q2	$9K	Hold	246	–	–	﹤0.01%	965
2021 Q1	$9K	Hold	246	–	–	﹤0.01%	931
2020 Q4	$8K	Hold	246	–	–	﹤0.01%	902
2020 Q3	$5	Buy	246 +208	+547%	+$5.42K	﹤0.01%	967
2020 Q2	$1K	Sell	38 -73	-66%	-$1.96K	﹤0.01%	1035
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	972
2019 Q4	$4K	Hold	111	–	–	﹤0.01%	912
2019 Q3	$4K	Buy	111 +15	+16%	+$556	﹤0.01%	920
2019 Q2	$4K	Sell	96 -92	-49%	-$3.46K	﹤0.01%	882
2019 Q1	$6K	Sell	188 -67	-26%	-$2.42K	﹤0.01%	906
2018 Q4	$8K	Buy	+255	New	+$8.61K	﹤0.01%	837