Raymond James Financial Services Advisors’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,825
| Closed | -$212K | – | 3337 |
|
|
2022
Q1 | $212K | Sell |
6,825
-951
| -12% | -$29.5K | ﹤0.01% | 2924 |
|
|
2021
Q4 | $232K | Sell |
7,776
-750
| -9% | -$22.4K | ﹤0.01% | 2876 |
|
|
2021
Q3 | $273K | Hold |
8,526
| – | – | ﹤0.01% | 2750 |
|
|
2021
Q2 | $309K | Sell |
8,526
-100
| -1% | -$3.62K | ﹤0.01% | 2698 |
|
|
2021
Q1 | $259K | Buy |
+8,626
| New | +$259K | ﹤0.01% | 2725 |
|