GoalVest Advisory’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	-93	Closed	-$2.57K	–	493
2023 Q3	$2.57K	Buy	93 +11	+13%	+$304	﹤0.01%	405
2023 Q2	$2.43K	Buy	+82	New	+$2.43K	﹤0.01%	342