Sigma Planning Corp’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,586
| Closed | -$203K | – | 952 |
|
|
2018
Q3 | $203K | Buy |
+5,586
| New | +$203K | 0.01% | 858 |
|
|
2017
Q4 | – | Sell |
-15,765
| Closed | -$586K | – | 893 |
|
|
2017
Q3 | $586K | Sell |
15,765
-2,377
| -13% | -$88.4K | 0.05% | 374 |
|
|
2017
Q2 | $711K | Buy |
18,142
+9,012
| +99% | +$353K | 0.07% | 320 |
|
|
2017
Q1 | $386K | Buy |
9,130
+307
| +3% | +$13K | 0.04% | 479 |
|
|
2016
Q4 | $408K | Sell |
8,823
-7
| -0.1% | -$324 | 0.04% | 412 |
|
|
2016
Q3 | $333K | Buy |
8,830
+268
| +3% | +$10.1K | 0.04% | 471 |
|
|
2016
Q2 | $321K | Buy |
8,562
+1,209
| +16% | +$45.3K | 0.04% | 455 |
|
|
2016
Q1 | $270K | Buy |
7,353
+1,617
| +28% | +$59.4K | 0.04% | 484 |
|
|
2015
Q4 | $212K | Buy |
+5,736
| New | +$212K | 0.03% | 576 |
|