Kennedy Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-42,677
| Closed | -$1.18M | – | 685 |
|
2020
Q2 | $1.18M | Buy |
+42,677
| New | +$1.18M | 0.03% | 561 |
|
2019
Q4 | – | Sell |
-136,224
| Closed | -$5.16M | – | 733 |
|
2019
Q3 | $5.16M | Sell |
136,224
-156,945
| -54% | -$5.94M | 0.13% | 319 |
|
2019
Q2 | $10.9M | Sell |
293,169
-3,767
| -1% | -$140K | 0.26% | 107 |
|
2019
Q1 | $10.8M | Buy |
296,936
+520
| +0.2% | +$18.8K | 0.25% | 102 |
|
2018
Q4 | $9.22M | Sell |
296,416
-645
| -0.2% | -$20.1K | 0.23% | 126 |
|
2018
Q3 | $10.8M | Buy |
297,061
+98,700
| +50% | +$3.59M | 0.2% | 156 |
|
2018
Q2 | $7.22M | Buy |
+198,361
| New | +$7.22M | 0.13% | 274 |
|
2013
Q4 | – | Sell |
-84,078
| Closed | -$2.44M | – | 795 |
|
2013
Q3 | $2.44M | Sell |
84,078
-24,878
| -23% | -$721K | 0.05% | 507 |
|
2013
Q2 | $2.88M | Buy |
+108,956
| New | +$2.88M | 0.06% | 470 |
|