Stevens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28,142
| Closed | -$978K | – | 1000 |
|
|
2017
Q4 | $978K | Buy |
+28,142
| New | +$978K | 0.04% | 438 |
|
|
2014
Q4 | – | Sell |
-10,020
| Closed | -$310K | – | 1238 |
|
|
2014
Q3 | $310K | Buy |
+10,020
| New | +$310K | 0.01% | 728 |
|
|
2013
Q3 | – | Sell |
-11,445
| Closed | -$303K | – | 1224 |
|
|
2013
Q2 | $303K | Buy |
+11,445
| New | +$303K | 0.01% | 708 |
|