Howe & Rusling’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-217
| Closed | -$8K | – | 876 |
|
|
2019
Q4 | $8K | Buy |
+217
| New | +$8K | ﹤0.01% | 494 |
|
|
2018
Q2 | – | Sell |
-475
| Closed | -$17K | – | 937 |
|
|
2018
Q1 | $17K | Buy |
+475
| New | +$17K | ﹤0.01% | 416 |
|
|
2017
Q2 | – | Sell |
-53
| Closed | -$2K | – | 1032 |
|
|
2017
Q1 | $2K | Sell |
53
-52
| -50% | -$1.96K | ﹤0.01% | 871 |
|
|
2016
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 691 |
|
|
2016
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 735 |
|
|
2016
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 705 |
|
|
2016
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 729 |
|
|
2015
Q4 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 695 |
|