Natixis’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 |
-14,800
| Closed | -$571K | – | 1062 |
|
|
2021
Q1 | $571K | Hold |
14,800
| – | – | ﹤0.01% | 919 |
|
|
2020
Q4 | $480K | Buy |
+14,800
| New | +$480K | ﹤0.01% | 903 |
|
|
2018
Q1 | – | Sell |
-7,510
| Closed | -$261K | – | 976 |
|
|
2017
Q4 | $261K | Sell |
7,510
-12,103
| -62% | -$421K | ﹤0.01% | 718 |
|
|
2017
Q3 | $729K | Buy |
19,613
+12,800
| +188% | +$476K | 0.01% | 574 |
|
|
2017
Q2 | $267K | Buy |
6,813
+1,699
| +33% | +$66.6K | ﹤0.01% | 679 |
|
|
2017
Q1 | $216K | Sell |
5,114
-598
| -10% | -$25.3K | ﹤0.01% | 858 |
|
|
2016
Q4 | $264K | Buy |
+5,712
| New | +$264K | ﹤0.01% | 691 |
|