Gradient Investments’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20
| Closed | – | – | 1205 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1052 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 979 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 827 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 898 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 940 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 935 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 950 |
|
|
2017
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 960 |
|
|
2017
Q3 | – | Sell |
-115
| Closed | -$5K | – | 678 |
|
|
2017
Q2 | $5K | Buy |
115
+95
| +475% | +$4.13K | ﹤0.01% | 585 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 737 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 700 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 673 |
|
|
2016
Q2 | $1K | Sell |
20
-141
| -88% | -$7.05K | ﹤0.01% | 678 |
|
|
2016
Q1 | $6K | Hold |
161
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $6K | Sell |
161
-556
| -78% | -$20.7K | ﹤0.01% | 471 |
|
|
2015
Q3 | $27K | Sell |
717
-102,552
| -99% | -$3.86M | ﹤0.01% | 282 |
|
|
2015
Q2 | $4.16M | Buy |
103,269
+1,421
| +1% | +$57.2K | 0.57% | 32 |
|
|
2015
Q1 | $3.83M | Buy |
101,848
+5,521
| +6% | +$207K | 0.57% | 33 |
|
|
2014
Q4 | $3.61M | Buy |
96,327
+6,664
| +7% | +$250K | 0.59% | 32 |
|
|
2014
Q3 | $2.77M | Buy |
89,663
+8,457
| +10% | +$262K | 0.5% | 56 |
|
|
2014
Q2 | $2.63M | Buy |
81,206
+12,047
| +17% | +$389K | 0.52% | 45 |
|
|
2014
Q1 | $2.12M | Buy |
69,159
+7,704
| +13% | +$236K | 0.49% | 48 |
|
|
2013
Q4 | $1.93M | Buy |
61,455
+7,662
| +14% | +$241K | 0.51% | 37 |
|
|
2013
Q3 | $1.56M | Buy |
53,793
+8,032
| +18% | +$233K | 0.49% | 40 |
|
|
2013
Q2 | $1.21M | Buy |
+45,761
| New | +$1.21M | 0.45% | 51 |
|