IHT Wealth Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-845
| Closed | -$29K | – | 1303 |
|
|
2018
Q1 | $29K | Buy |
845
+4
| +0.5% | +$137 | 0.01% | 854 |
|
|
2017
Q4 | $29K | Buy |
841
+479
| +132% | +$16.5K | 0.01% | 874 |
|
|
2017
Q3 | $13K | Buy |
362
+3
| +0.8% | +$108 | 0.01% | 898 |
|
|
2017
Q2 | $1 | Buy |
359
+3
| +0.8% | – | ﹤0.01% | 1367 |
|
|
2017
Q1 | $14K | Buy |
356
+3
| +0.8% | +$118 | 0.01% | 749 |
|
|
2016
Q4 | $16K | Buy |
+353
| New | +$16K | 0.01% | 702 |
|