Next Financial Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2811 |
|
|
2021
Q2 | – | Sell |
-149
| Closed | -$6K | – | 2718 |
|
|
2021
Q1 | $6K | Buy |
+149
| New | +$6K | ﹤0.01% | 2058 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | – | – | 2430 |
|
|
2019
Q2 | $0 | Sell |
12
-9,869
| -100% | – | ﹤0.01% | 2390 |
|
|
2019
Q1 | $361K | Buy |
+9,881
| New | +$361K | 0.09% | 207 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$12K | – | 1991 |
|
|
2017
Q1 | $12K | Sell |
300
-376
| -56% | -$15K | ﹤0.01% | 1225 |
|
|
2016
Q4 | $31K | Hold |
676
| – | – | 0.01% | 1171 |
|
|
2016
Q3 | $25K | Hold |
676
| – | – | ﹤0.01% | 1252 |
|
|
2016
Q2 | $25K | Hold |
676
| – | – | 0.01% | 889 |
|
|
2016
Q1 | $24K | Hold |
676
| – | – | 0.01% | 873 |
|
|
2015
Q4 | $25K | Hold |
676
| – | – | 0.01% | 860 |
|
|
2015
Q3 | $25K | Hold |
676
| – | – | 0.01% | 872 |
|
|
2015
Q2 | $27K | Hold |
676
| – | – | 0.01% | 886 |
|
|
2015
Q1 | $25K | Sell |
676
-650
| -49% | -$24K | 0.01% | 912 |
|
|
2014
Q4 | $50K | Hold |
1,326
| – | – | 0.02% | 651 |
|
|
2014
Q3 | $41K | Buy |
+1,326
| New | +$41K | 0.01% | 1054 |
|