Heritage Wealth Management (Arizona)’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $370K | Buy |
9,139
+4,926
| +117% | +$199K | 0.05% | 269 |
|
|
2022
Q3 | $151K | Sell |
4,213
-1,916
| -31% | -$68.7K | 0.05% | 278 |
|
|
2022
Q2 | $215K | Buy |
6,129
+588
| +11% | +$20.6K | 0.07% | 227 |
|
|
2022
Q1 | $193K | Buy |
+5,541
| New | +$193K | 0.05% | 275 |
|
|
2021
Q3 | $103K | Buy |
2,839
+426
| +18% | +$15.5K | 0.04% | 334 |
|
|
2021
Q2 | $88K | Buy |
+2,413
| New | +$88K | 0.03% | 360 |
|