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Kiely Wealth Advisory Group’s United Bankshares UBSI Stock Holding History

Kiely Wealth Advisory Group’s Portfolio UBSI Stock Details UBSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,932
Closed -$64.1K – 318
2024
Q1 		$64.1K Buy
1,932
+1,093
+130% +$36.3K 0.04% 91
2023
Q4 		$30.9K Buy
+839
New +$30.9K 0.02% 118