Ridgewood Investments’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-144
| Closed | -$5.08K | – | 862 |
|
|
2023
Q1 | $5.08K | Buy |
+144
| New | +$5.08K | ﹤0.01% | 586 |
|
|
2020
Q1 | – | Sell |
-7,544
| Closed | -$292K | – | 194 |
|
|
2019
Q4 | $292K | Buy |
7,544
+1
| +0% | +$39 | 0.21% | 136 |
|
|
2019
Q3 | $286K | Sell |
7,543
-390
| -5% | -$14.8K | 0.22% | 132 |
|
|
2019
Q2 | $294K | Buy |
7,933
+938
| +13% | +$34.8K | 0.23% | 129 |
|
|
2019
Q1 | $254K | Buy |
6,995
+830
| +13% | +$30.1K | 0.21% | 143 |
|
|
2018
Q4 | $224K | Hold |
6,165
| – | – | 0.18% | 147 |
|
|
2018
Q3 | $224K | Hold |
6,165
| – | – | 0.18% | 148 |
|
|
2018
Q2 | $224K | Buy |
+6,165
| New | +$224K | 0.2% | 139 |
|