Israel Discount Bank of New York’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-560
| Closed | -$20K | – | 343 |
|
|
2019
Q1 | $20K | Hold |
560
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $17K | Buy |
560
+15
| +3% | +$455 | 0.01% | 346 |
|
|
2018
Q3 | $20K | Sell |
545
-515
| -49% | -$18.9K | 0.01% | 351 |
|
|
2018
Q2 | $39K | Hold |
1,060
| – | – | 0.03% | 320 |
|
|
2018
Q1 | $37K | Hold |
1,060
| – | – | 0.02% | 321 |
|
|
2017
Q4 | $37K | Sell |
1,060
-35
| -3% | -$1.22K | 0.03% | 334 |
|
|
2017
Q3 | $41K | Hold |
1,095
| – | – | 0.03% | 302 |
|
|
2017
Q2 | $43K | Buy |
1,095
+20
| +2% | +$785 | 0.03% | 286 |
|
|
2017
Q1 | $45K | Buy |
+1,075
| New | +$45K | 0.04% | 269 |
|