Rockefeller Financial Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,300
| Closed | -$305K | – | 584 |
|
|
2016
Q1 | $305K | Hold |
8,300
| – | – | 0.01% | 293 |
|
|
2015
Q4 | $307K | Sell |
8,300
-2,288
| -22% | -$84.6K | 0.01% | 300 |
|
|
2015
Q3 | $402K | Hold |
10,588
| – | – | 0.01% | 268 |
|
|
2015
Q2 | $426K | Hold |
10,588
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $398K | Hold |
10,588
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $397K | Hold |
10,588
| – | – | 0.01% | 256 |
|
|
2014
Q3 | $327K | Hold |
10,588
| – | – | 0.01% | 283 |
|
|
2014
Q2 | $342K | Hold |
10,588
| – | – | 0.01% | 293 |
|
|
2014
Q1 | $324K | Hold |
10,588
| – | – | 0.01% | 297 |
|
|
2013
Q4 | $333K | Hold |
10,588
| – | – | 0.01% | 304 |
|
|
2013
Q3 | $307K | Hold |
10,588
| – | – | 0.01% | 303 |
|
|
2013
Q2 | $280K | Buy |
+10,588
| New | +$280K | 0.01% | 297 |
|