Lenox Wealth Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $148K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $159K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $215K | Hold |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $243K | Buy |
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