Shelton Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,484
| Closed | -$203K | – | 778 |
|
|
2024
Q3 | $203K | Buy |
+5,484
| New | +$203K | 0.01% | 714 |
|
|
2024
Q2 | – | Sell |
-5,908
| Closed | -$211K | – | 752 |
|
|
2024
Q1 | $211K | Hold |
5,908
| – | – | 0.01% | 688 |
|
|
2023
Q4 | $222K | Buy |
+5,908
| New | +$222K | 0.01% | 635 |
|
|
2023
Q2 | – | Sell |
-6,634
| Closed | -$234K | – | 759 |
|
|
2023
Q1 | $234K | Hold |
6,634
| – | – | 0.01% | 595 |
|
|
2022
Q4 | $269K | Hold |
6,634
| – | – | 0.03% | 489 |
|
|
2022
Q3 | $237K | Hold |
6,634
| – | – | 0.01% | 551 |
|
|
2022
Q2 | $233K | Hold |
6,634
| – | – | 0.01% | 601 |
|
|
2022
Q1 | $231K | Hold |
6,634
| – | – | 0.01% | 688 |
|
|
2021
Q4 | $241K | Hold |
6,634
| – | – | 0.01% | 682 |
|
|
2021
Q3 | $241K | Hold |
6,634
| – | – | 0.01% | 666 |
|
|
2021
Q2 | $242K | Buy |
6,634
+517
| +8% | +$18.9K | 0.01% | 677 |
|
|
2021
Q1 | $236K | Buy |
+6,117
| New | +$236K | 0.01% | 668 |
|
|
2020
Q1 | – | Sell |
-6,421
| Closed | -$248K | – | 815 |
|
|
2019
Q4 | $248K | Sell |
6,421
-506
| -7% | -$19.5K | 0.01% | 629 |
|
|
2019
Q3 | $262K | Hold |
6,927
| – | – | 0.02% | 592 |
|
|
2019
Q2 | $257K | Buy |
6,927
+6,658
| +2,475% | +$247K | 0.01% | 623 |
|
|
2019
Q1 | $7.42K | Sell |
269
-7,153
| -96% | -$197K | 0.03% | 480 |
|
|
2018
Q4 | $231K | Hold |
7,422
| – | – | 0.02% | 616 |
|
|
2018
Q3 | $270K | Hold |
7,422
| – | – | 0.02% | 669 |
|
|
2018
Q2 | $270K | Hold |
7,422
| – | – | 0.02% | 631 |
|
|
2018
Q1 | $262K | Sell |
7,422
-660
| -8% | -$23.3K | 0.02% | 625 |
|
|
2017
Q4 | $281K | Hold |
8,082
| – | – | 0.02% | 606 |
|
|
2017
Q3 | $300K | Hold |
8,082
| – | – | 0.02% | 559 |
|
|
2017
Q2 | $317K | Buy |
8,082
+682
| +9% | +$26.8K | 0.02% | 539 |
|
|
2017
Q1 | $313K | Buy |
7,400
+1,970
| +36% | +$83.3K | 0.02% | 549 |
|
|
2016
Q4 | $251K | Hold |
5,430
| – | – | 0.02% | 710 |
|
|
2016
Q3 | $205K | Hold |
5,430
| – | – | 0.02% | 736 |
|
|
2016
Q2 | $204K | Buy |
+5,430
| New | +$204K | 0.02% | 708 |
|