HL Financial Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,407
| Closed | -$233K | – | 765 |
|
|
2018
Q2 | $233K | Sell |
6,407
-11,380
| -64% | -$414K | ﹤0.01% | 644 |
|
|
2018
Q1 | $627K | Sell |
17,787
-1,978
| -10% | -$69.7K | 0.01% | 459 |
|
|
2017
Q4 | $687K | Sell |
19,765
-4,095
| -17% | -$142K | 0.01% | 369 |
|
|
2017
Q3 | $886K | Buy |
23,860
+910
| +4% | +$33.8K | 0.02% | 378 |
|
|
2017
Q2 | $900K | Hold |
22,950
| – | – | 0.02% | 370 |
|
|
2017
Q1 | $970K | Buy |
22,950
+2,407
| +12% | +$102K | 0.02% | 347 |
|
|
2016
Q4 | $950K | Buy |
20,543
+1,260
| +7% | +$58.3K | 0.02% | 327 |
|
|
2016
Q3 | $726K | Buy |
19,283
+1,708
| +10% | +$64.3K | 0.02% | 364 |
|
|
2016
Q2 | $659K | Buy |
17,575
+4,750
| +37% | +$178K | 0.02% | 394 |
|
|
2016
Q1 | $471K | Buy |
12,825
+250
| +2% | +$9.18K | 0.01% | 441 |
|
|
2015
Q4 | $465K | Buy |
+12,575
| New | +$465K | 0.01% | 460 |
|