HWAM
Hennion & Walsh Asset Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,613
| Closed | -$238K | – | 878 |
|
|
2023
Q3 | $238K | Sell |
8,613
-898
| -9% | -$24.8K | 0.02% | 704 |
|
|
2023
Q2 | $282K | Sell |
9,511
-178
| -2% | -$5.28K | 0.02% | 671 |
|
|
2023
Q1 | $341K | Sell |
9,689
-197
| -2% | -$6.93K | 0.02% | 606 |
|
|
2022
Q4 | $400K | Sell |
9,886
-158
| -2% | -$6.39K | 0.02% | 547 |
|
|
2022
Q3 | $359K | Sell |
10,044
-314
| -3% | -$11.2K | 0.02% | 556 |
|
|
2022
Q2 | $363K | Buy |
10,358
+909
| +10% | +$31.9K | 0.02% | 571 |
|
|
2022
Q1 | $330K | Buy |
+9,449
| New | +$330K | 0.02% | 623 |
|