Opus Capital Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,150
| Closed | -$228K | – | 256 |
|
|
2017
Q3 | $228K | Sell |
6,150
-1,300
| -17% | -$48.2K | 0.05% | 205 |
|
|
2017
Q2 | $292K | Hold |
7,450
| – | – | 0.06% | 159 |
|
|
2017
Q1 | $315K | Sell |
7,450
-500
| -6% | -$21.1K | 0.04% | 207 |
|
|
2016
Q4 | $368K | Sell |
7,950
-2,400
| -23% | -$111K | 0.05% | 158 |
|
|
2016
Q3 | $390K | Sell |
10,350
-1,000
| -9% | -$37.7K | 0.08% | 139 |
|
|
2016
Q2 | $426K | Sell |
11,350
-1,500
| -12% | -$56.3K | 0.09% | 136 |
|
|
2016
Q1 | $472K | Sell |
12,850
-500
| -4% | -$18.4K | 0.1% | 137 |
|
|
2015
Q4 | $494K | Sell |
13,350
-500
| -4% | -$18.5K | 0.08% | 167 |
|
|
2015
Q3 | $526K | Hold |
13,850
| – | – | 0.09% | 154 |
|
|
2015
Q2 | $557K | Sell |
13,850
-2,750
| -17% | -$111K | 0.09% | 164 |
|
|
2015
Q1 | $624K | Sell |
16,600
-650
| -4% | -$24.4K | 0.1% | 150 |
|
|
2014
Q4 | $646K | Sell |
17,250
-750
| -4% | -$28.1K | 0.09% | 145 |
|
|
2014
Q3 | $557K | Sell |
18,000
-750
| -4% | -$23.2K | 0.08% | 160 |
|
|
2014
Q2 | $606K | Sell |
18,750
-750
| -4% | -$24.2K | 0.04% | 142 |
|
|
2014
Q1 | $597K | Sell |
19,500
-24,688
| -56% | -$756K | 0.04% | 136 |
|
|
2013
Q4 | $1.39M | Buy |
+44,188
| New | +$1.39M | 0.08% | 103 |
|