Simplicity Solutions’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,896
| Closed | -$388K | – | 367 |
|
|
2017
Q2 | $388K | Buy |
+9,896
| New | +$388K | 0.05% | 268 |
|
|
2017
Q1 | – | Sell |
-4,532
| Closed | -$210K | – | 415 |
|
|
2016
Q4 | $210K | Buy |
+4,532
| New | +$210K | 0.05% | 317 |
|
|
2016
Q1 | – | Sell |
-25,814
| Closed | -$955K | – | 501 |
|
|
2015
Q4 | $955K | Buy |
+25,814
| New | +$955K | 0.11% | 260 |
|