Personal Capital Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,259
| Closed | -$242K | – | 403 |
|
|
2019
Q4 | $242K | Sell |
6,259
-50
| -0.8% | -$1.93K | ﹤0.01% | 364 |
|
|
2019
Q3 | $238K | Sell |
6,309
-836
| -12% | -$31.5K | ﹤0.01% | 321 |
|
|
2019
Q2 | $265K | Buy |
7,145
+888
| +14% | +$32.9K | ﹤0.01% | 284 |
|
|
2019
Q1 | $227K | Buy |
+6,257
| New | +$227K | ﹤0.01% | 304 |
|
|
2018
Q4 | – | Sell |
-6,257
| Closed | -$227K | – | 324 |
|
|
2018
Q3 | $227K | Hold |
6,257
| – | – | ﹤0.01% | 278 |
|
|
2018
Q2 | $228K | Hold |
6,257
| – | – | ﹤0.01% | 262 |
|
|
2018
Q1 | $221K | Buy |
+6,257
| New | +$221K | ﹤0.01% | 248 |
|