Lenox Wealth Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $232K | Hold |
6,898
| – | – | 0.03% | 101 |
|
|
2021
Q4 | $250K | Hold |
6,898
| – | – | 0.03% | 92 |
|
|
2021
Q3 | $251K | Hold |
6,898
| – | – | 0.03% | 88 |
|
|
2021
Q2 | $252K | Hold |
6,898
| – | – | 0.03% | 91 |
|
|
2021
Q1 | $266K | Hold |
6,898
| – | – | 0.04% | 71 |
|
|
2020
Q4 | $223K | Hold |
6,898
| – | – | 0.03% | 80 |
|
|
2020
Q3 | $148K | Hold |
6,898
| – | – | 0.02% | 93 |
|
|
2020
Q2 | $191K | Hold |
6,898
| – | – | 0.03% | 71 |
|
|
2020
Q1 | $159K | Hold |
6,898
| – | – | 0.03% | 73 |
|
|
2019
Q4 | $267K | Hold |
6,898
| – | – | 0.04% | 75 |
|
|
2019
Q3 | $261K | Hold |
6,898
| – | – | 0.04% | 67 |
|
|
2019
Q2 | $256K | Hold |
6,898
| – | – | 0.04% | 62 |
|
|
2019
Q1 | $250K | Hold |
6,898
| – | – | 0.05% | 56 |
|
|
2018
Q4 | $215K | Hold |
6,898
| – | – | 0.05% | 60 |
|
|
2018
Q3 | $251K | Hold |
6,898
| – | – | 0.05% | 62 |
|
|
2018
Q2 | $251K | Hold |
6,898
| – | – | 0.06% | 47 |
|
|
2018
Q1 | $243K | Buy |
+6,898
| New | +$243K | 0.06% | 48 |
|