RFG Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,002
| Closed | -$342K | – | 158 |
|
|
2017
Q2 | $342K | Sell |
9,002
-6,261
| -41% | -$238K | 0.24% | 88 |
|
|
2017
Q1 | $620K | Buy |
15,263
+7,770
| +104% | +$316K | 0.47% | 50 |
|
|
2016
Q4 | $282K | Hold |
7,493
| – | – | 0.27% | 70 |
|
|
2016
Q3 | $282K | Sell |
7,493
-16
| -0.2% | -$602 | 0.26% | 71 |
|
|
2016
Q2 | $282K | Sell |
7,509
-11
| -0.1% | -$413 | 0.25% | 73 |
|
|
2016
Q1 | $276K | Buy |
7,520
+1,255
| +20% | +$46.1K | 0.22% | 76 |
|
|
2015
Q4 | $232K | Buy |
6,265
+236
| +4% | +$8.74K | 0.17% | 49 |
|
|
2015
Q3 | $229K | Buy |
+6,029
| New | +$229K | 0.74% | 46 |
|