Sheets Smith Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,732
| Closed | -$312K | – | 326 |
|
|
2022
Q3 | $312K | Hold |
8,732
| – | – | 0.05% | 237 |
|
|
2022
Q2 | $306K | Sell |
8,732
-3,980
| -31% | -$139K | 0.05% | 242 |
|
|
2022
Q1 | $443K | Hold |
12,712
| – | – | 0.06% | 231 |
|
|
2021
Q4 | $461K | Sell |
12,712
-1,448
| -10% | -$52.5K | 0.06% | 242 |
|
|
2021
Q3 | $515K | Sell |
14,160
-1,558
| -10% | -$56.7K | 0.07% | 215 |
|
|
2021
Q2 | $574K | Hold |
15,718
| – | – | 0.08% | 202 |
|
|
2021
Q1 | $606K | Hold |
15,718
| – | – | 0.09% | 181 |
|
|
2020
Q4 | $509K | Hold |
15,718
| – | – | 0.08% | 199 |
|
|
2020
Q3 | $337K | Sell |
15,718
-2,046
| -12% | -$43.9K | 0.06% | 227 |
|
|
2020
Q2 | $491K | Buy |
+17,764
| New | +$491K | 0.1% | 156 |
|