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Mount Yale Investment Advisors’s United Bankshares UBSI Stock Holding History

Mount Yale Investment Advisors’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,500
Closed -$157K – 758
2018
Q3 		$157K Hold
4,500
– – 0.03% 325
2018
Q2 		$164K Hold
4,500
– – 0.03% 332
2018
Q1 		$159K Buy
+4,500
New +$159K 0.03% 324