JOYN Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-390
| Closed | -$12K | – | 1323 |
|
|
2018
Q4 | $12K | Buy |
390
+9
| +2% | +$277 | ﹤0.01% | 900 |
|
|
2018
Q3 | $14K | Buy |
381
+41
| +12% | +$1.51K | ﹤0.01% | 823 |
|
|
2018
Q2 | $12K | Buy |
340
+301
| +772% | +$10.6K | ﹤0.01% | 847 |
|
|
2018
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1234 |
|