Sowell Financial Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,161
| Closed | -$250K | – | 2580 |
|
|
2021
Q1 | $250K | Buy |
6,161
+5,861
| +1,954% | +$238K | 0.01% | 925 |
|
|
2020
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 1965 |
|
|
2020
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q1 | $7K | Sell |
300
-735
| -71% | -$17.2K | ﹤0.01% | 1738 |
|
|
2019
Q4 | $40K | Sell |
1,035
-147
| -12% | -$5.68K | ﹤0.01% | 1219 |
|
|
2019
Q3 | $45K | Buy |
+1,182
| New | +$45K | ﹤0.01% | 1030 |
|