Rowland Carmichael Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $348K | Hold |
10,573
| – | – | 0.11% | 197 |
|
|
2020
Q3 | $226K | Hold |
10,573
| – | – | 0.09% | 249 |
|
|
2020
Q2 | $245K | Hold |
10,573
| – | – | 0.1% | 220 |
|
|
2020
Q1 | $232K | Hold |
10,573
| – | – | 0.12% | 210 |
|
|
2019
Q4 | $397K | Hold |
10,573
| – | – | 0.14% | 176 |
|
|
2019
Q3 | $394K | Hold |
10,573
| – | – | 0.14% | 176 |
|
|
2019
Q2 | $374K | Hold |
10,573
| – | – | 0.13% | 174 |
|
|
2019
Q1 | $342K | Buy |
10,573
+90
| +0.9% | +$2.91K | 0.13% | 177 |
|
|
2018
Q4 | $296K | Buy |
10,483
+1,483
| +16% | +$41.9K | 0.13% | 173 |
|
|
2018
Q3 | $347K | Hold |
9,000
| – | – | 0.13% | 178 |
|
|
2018
Q2 | $350K | Buy |
+9,000
| New | +$350K | 0.15% | 180 |
|