INVST’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,689
| Closed | -$791K | – | 193 |
|
|
2022
Q4 | $791K | Sell |
19,689
-1,466
| -7% | -$58.9K | 0.12% | 101 |
|
|
2022
Q3 | $781K | Buy |
21,155
+710
| +3% | +$26.2K | 0.13% | 93 |
|
|
2022
Q2 | $799K | Buy |
20,445
+6,950
| +52% | +$272K | 0.12% | 94 |
|
|
2022
Q1 | $472K | Buy |
13,495
+207
| +2% | +$7.24K | 0.08% | 118 |
|
|
2021
Q4 | $477K | Buy |
+13,288
| New | +$477K | 0.07% | 121 |
|