Integrated Wealth Management’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.69M | Sell |
62,535
-1,220
| -2% | -$52.4K | 0.9% | 31 |
|
|
2016
Q4 | $2.9M | Hold |
63,755
| – | – | 1.08% | 22 |
|
|
2016
Q3 | $2.17M | Hold |
63,755
| – | – | 0.78% | 30 |
|
|
2016
Q2 | $2.32M | Sell |
63,755
-770
| -1% | -$28K | 0.9% | 28 |
|
|
2016
Q1 | $1.84M | Hold |
64,525
| – | – | 0.78% | 29 |
|
|
2015
Q4 | $1.8M | Hold |
64,525
| – | – | 0.78% | 29 |
|
|
2015
Q3 | $1.71M | Hold |
64,525
| – | – | 0.75% | 28 |
|
|
2015
Q2 | $1.69M | Hold |
64,525
| – | – | 0.65% | 32 |
|
|
2015
Q1 | $1.63M | Buy |
+64,525
| New | +$1.63M | 0.68% | 31 |
|