Liberty Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-759
| Closed | -$28K | – | 233 |
|
|
2021
Q3 | $28K | Buy |
759
+380
| +100% | +$14K | 0.01% | 559 |
|
|
2021
Q2 | $14K | Buy |
379
+10
| +3% | +$369 | 0.01% | 576 |
|
|
2021
Q1 | $12K | Hold |
369
| – | – | 0.01% | 550 |
|
|
2020
Q4 | $12K | Buy |
369
+2
| +0.5% | +$65 | 0.01% | 545 |
|
|
2020
Q3 | $8K | Buy |
367
+3
| +0.8% | +$65 | ﹤0.01% | 547 |
|
|
2020
Q2 | $8K | Buy |
364
+4
| +1% | +$88 | 0.01% | 525 |
|
|
2020
Q1 | $8K | Sell |
360
-8
| -2% | -$178 | 0.01% | 492 |
|
|
2019
Q4 | $14K | Buy |
368
+3
| +0.8% | +$114 | 0.01% | 472 |
|
|
2019
Q3 | $14K | Buy |
365
+100
| +38% | +$3.84K | 0.01% | 450 |
|
|
2019
Q2 | $9K | Hold |
265
| – | – | 0.01% | 540 |
|
|
2019
Q1 | $8K | Buy |
265
+2
| +0.8% | +$60 | 0.01% | 466 |
|
|
2018
Q4 | $7K | Buy |
+263
| New | +$7K | 0.01% | 477 |
|