San Francisco Sentry Investment Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-34
| Closed | -$1K | – | 862 |
|
2020
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 824 |
|
2014
Q4 | – | Sell |
-1,280
| Closed | -$40K | – | 424 |
|
2014
Q3 | $40K | Hold |
1,280
| – | – | 0.02% | 329 |
|
2014
Q2 | $41K | Sell |
1,280
-15
| -1% | -$480 | 0.02% | 342 |
|
2014
Q1 | $40K | Buy |
+1,295
| New | +$40K | 0.01% | 380 |
|