Harvest Fund Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,538
| Closed | -$62K | – | 824 |
|
|
2022
Q4 | $62K | Hold |
1,538
| – | – | 0.02% | 434 |
|
|
2022
Q3 | $55K | Hold |
1,538
| – | – | 0.02% | 407 |
|
|
2022
Q2 | $54K | Hold |
1,538
| – | – | 0.02% | 405 |
|
|
2022
Q1 | $53K | Hold |
1,538
| – | – | 0.01% | 425 |
|
|
2021
Q4 | $55K | Hold |
1,538
| – | – | 0.01% | 430 |
|
|
2021
Q3 | $55K | Hold |
1,538
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $56K | Hold |
1,538
| – | – | 0.01% | 399 |
|
|
2021
Q1 | $59K | Buy |
+1,538
| New | +$59K | 0.01% | 366 |
|