Mid Atlantic Financial Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $666K | Buy |
18,298
+297
| +2% | +$10.8K | 0.04% | 371 |
|
|
2021
Q2 | $657K | Buy |
18,001
+92
| +0.5% | +$3.36K | 0.04% | 381 |
|
|
2021
Q1 | $691K | Buy |
17,909
+10,809
| +152% | +$417K | 0.05% | 351 |
|
|
2020
Q4 | $230K | Sell |
7,100
-1,609
| -18% | -$52.1K | 0.02% | 676 |
|
|
2020
Q3 | $255K | Sell |
8,709
-694
| -7% | -$20.3K | 0.02% | 580 |
|
|
2020
Q2 | $260K | Buy |
9,403
+403
| +4% | +$11.1K | 0.03% | 531 |
|
|
2020
Q1 | $208K | Hold |
9,000
| – | – | 0.02% | 553 |
|
|
2019
Q4 | $348K | Sell |
9,000
-73
| -0.8% | -$2.82K | 0.03% | 487 |
|
|
2019
Q3 | $344K | Buy |
9,073
+200
| +2% | +$7.58K | 0.04% | 472 |
|
|
2019
Q2 | $329K | Sell |
8,873
-36
| -0.4% | -$1.34K | 0.03% | 492 |
|
|
2019
Q1 | $323K | Sell |
8,909
-29
| -0.3% | -$1.05K | 0.04% | 491 |
|
|
2018
Q4 | $278K | Buy |
+8,938
| New | +$278K | 0.03% | 489 |
|