SOA Wealth Advisors’s United Bankshares UBSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-909
Closed -$33K 999
2021
Q2
$33K Buy
909
+6
+0.7% +$218 0.01% 372
2021
Q1
$34K Hold
903
0.01% 319
2020
Q4
$31K Buy
+903
New +$31K 0.01% 328