GWANC
Guardian Wealth Advisors (North Carolina)’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,673
| Closed | -$202K | – | 438 |
|
|
2023
Q1 | $202K | Hold |
5,673
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $232K | Hold |
5,673
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $205K | Hold |
5,673
| – | – | 0.04% | 187 |
|
|
2022
Q2 | $201K | Buy |
+5,673
| New | +$201K | 0.04% | 186 |
|