LS Investment Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,268
| Closed | -$203K | – | 695 |
|
|
2021
Q1 | $203K | Sell |
5,268
-1,354
| -20% | -$52.2K | 0.01% | 769 |
|
|
2020
Q4 | $215K | Buy |
+6,622
| New | +$215K | 0.01% | 790 |
|
|
2020
Q3 | – | Sell |
-6,622
| Closed | -$183K | – | 1414 |
|
|
2020
Q2 | $183K | Buy |
6,622
+1,491
| +29% | +$41.2K | 0.01% | 770 |
|
|
2020
Q1 | $118K | Hold |
5,131
| – | – | 0.01% | 843 |
|
|
2019
Q4 | $198K | Sell |
5,131
-106
| -2% | -$4.09K | 0.01% | 820 |
|
|
2019
Q3 | $198K | Buy |
5,237
+151
| +3% | +$5.71K | 0.01% | 784 |
|
|
2019
Q2 | $189K | Sell |
5,086
-401
| -7% | -$14.9K | 0.01% | 798 |
|
|
2019
Q1 | $199K | Sell |
5,487
-200
| -4% | -$7.25K | 0.01% | 801 |
|
|
2018
Q4 | $177K | Sell |
5,687
-145
| -2% | -$4.51K | 0.01% | 792 |
|
|
2018
Q3 | $212K | Sell |
5,832
-165
| -3% | -$6K | 0.01% | 814 |
|
|
2018
Q2 | $218K | Sell |
5,997
-41
| -0.7% | -$1.49K | 0.01% | 823 |
|
|
2018
Q1 | $213K | Sell |
6,038
-785
| -12% | -$27.7K | 0.01% | 813 |
|
|
2017
Q4 | $237K | Sell |
6,823
-1,222
| -15% | -$42.4K | 0.01% | 811 |
|
|
2017
Q3 | $299K | Sell |
8,045
-334
| -4% | -$12.4K | 0.02% | 763 |
|
|
2017
Q2 | $328K | Buy |
8,379
+5,613
| +203% | +$220K | 0.02% | 703 |
|
|
2017
Q1 | $117K | Buy |
2,766
+244
| +10% | +$10.3K | 0.01% | 1071 |
|
|
2016
Q4 | $117K | Buy |
2,522
+94
| +4% | +$4.36K | 0.01% | 994 |
|
|
2016
Q3 | $91K | Buy |
2,428
+89
| +4% | +$3.34K | 0.01% | 1029 |
|
|
2016
Q2 | $88K | Buy |
2,339
+123
| +6% | +$4.63K | 0.01% | 1035 |
|
|
2016
Q1 | $81K | Buy |
2,216
+103
| +5% | +$3.77K | 0.01% | 960 |
|
|
2015
Q4 | $78K | Buy |
2,113
+66
| +3% | +$2.44K | 0.01% | 960 |
|
|
2015
Q3 | $78K | Hold |
2,047
| – | – | 0.01% | 956 |
|
|
2015
Q2 | $82K | Buy |
+2,047
| New | +$82K | 0.01% | 967 |
|