LA
LVW Advisors’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,026
| Closed | -$212K | – | 120 |
|
|
2017
Q1 | $212K | Hold |
5,026
| – | – | 0.08% | 118 |
|
|
2016
Q4 | $232K | Sell |
5,026
-1,075
| -18% | -$49.6K | 0.08% | 133 |
|
|
2016
Q3 | $230K | Hold |
6,101
| – | – | 0.08% | 128 |
|
|
2016
Q2 | $229K | Hold |
6,101
| – | – | 0.09% | 119 |
|
|
2016
Q1 | $224K | Hold |
6,101
| – | – | 0.07% | 138 |
|
|
2015
Q4 | $226K | Hold |
6,101
| – | – | 0.09% | 132 |
|
|
2015
Q3 | $232K | Hold |
6,101
| – | – | 0.11% | 122 |
|
|
2015
Q2 | $245K | Hold |
6,101
| – | – | 0.1% | 123 |
|
|
2015
Q1 | $229K | Sell |
6,101
-350
| -5% | -$13.1K | 0.11% | 131 |
|
|
2014
Q4 | $242K | Buy |
+6,451
| New | +$242K | 0.13% | 133 |
|