Rowland Carmichael Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,015
| Closed | -$228K | – | 371 |
|
|
2019
Q3 | $228K | Hold |
6,015
| – | – | 0.08% | 259 |
|
|
2019
Q2 | $223K | Hold |
6,015
| – | – | 0.08% | 247 |
|
|
2019
Q1 | $218K | Buy |
+6,015
| New | +$218K | 0.08% | 242 |
|
|
2018
Q4 | – | Sell |
-7,760
| Closed | -$282K | – | 361 |
|
|
2018
Q3 | $282K | Hold |
7,760
| – | – | 0.11% | 205 |
|
|
2018
Q2 | $282K | Sell |
7,760
-744
| -9% | -$27K | 0.12% | 203 |
|
|
2018
Q1 | $300K | Buy |
+8,504
| New | +$300K | 0.16% | 173 |
|