Schubert & Co’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 |
-75
| Closed | -$2.64K | – | 1428 |
|
|
2023
Q1 | $2.64K | Sell |
75
-15
| -17% | -$528 | ﹤0.01% | 772 |
|
|
2022
Q4 | $3.64K | Buy |
90
+7
| +8% | +$283 | ﹤0.01% | 560 |
|
|
2022
Q3 | $3K | Buy |
83
+24
| +41% | +$867 | ﹤0.01% | 686 |
|
|
2022
Q2 | $2K | Buy |
59
+40
| +211% | +$1.36K | ﹤0.01% | 902 |
|
|
2022
Q1 | $1K | Buy |
19
+1
| +6% | +$53 | ﹤0.01% | 947 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 892 |
|