Lindbrook Capital’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-337
| Closed | -$11.9K | – | 2868 |
|
|
2023
Q1 | $11.9K | Sell |
337
-12
| -3% | -$422 | ﹤0.01% | 1345 |
|
|
2022
Q4 | $14.1K | Sell |
349
-56
| -14% | -$2.27K | ﹤0.01% | 1255 |
|
|
2022
Q3 | $14K | Sell |
405
-119
| -23% | -$4.11K | ﹤0.01% | 1183 |
|
|
2022
Q2 | $18K | Buy |
524
+287
| +121% | +$9.86K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $8K | Buy |
237
+93
| +65% | +$3.14K | ﹤0.01% | 1405 |
|
|
2021
Q4 | $5K | Buy |
144
+24
| +20% | +$833 | ﹤0.01% | 1531 |
|
|
2021
Q3 | $4K | Buy |
120
+76
| +173% | +$2.53K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1607 |
|
|
2020
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q3 | $1K | Sell |
44
-48
| -52% | -$1.09K | ﹤0.01% | 1662 |
|
|
2020
Q2 | $3K | Buy |
92
+44
| +92% | +$1.44K | ﹤0.01% | 1306 |
|
|
2020
Q1 | $1K | Sell |
48
-224
| -82% | -$4.67K | ﹤0.01% | 1578 |
|
|
2019
Q4 | $11K | Hold |
272
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $10K | Buy |
272
+161
| +145% | +$5.92K | ﹤0.01% | 909 |
|
|
2019
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 1133 |
|
|
2018
Q4 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 1124 |
|