Stratos Wealth Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,201
| Closed | -$304K | – | 774 |
|
|
2024
Q3 | $304K | Buy |
8,201
+14
| +0.2% | +$519 | 0.01% | 602 |
|
|
2024
Q2 | $266K | Buy |
8,187
+317
| +4% | +$10.3K | 0.01% | 600 |
|
|
2024
Q1 | $282K | Sell |
7,870
-161
| -2% | -$5.76K | 0.02% | 566 |
|
|
2023
Q4 | $302K | Buy |
8,031
+15
| +0.2% | +$563 | 0.02% | 553 |
|
|
2023
Q3 | $221K | Buy |
+8,016
| New | +$221K | 0.01% | 600 |
|
|
2023
Q2 | – | Sell |
-6,159
| Closed | -$217K | – | 661 |
|
|
2023
Q1 | $217K | Sell |
6,159
-6
| -0.1% | -$211 | 0.02% | 564 |
|
|
2022
Q4 | $250K | Buy |
6,165
+134
| +2% | +$5.43K | 0.02% | 504 |
|
|
2022
Q3 | $216K | Buy |
6,031
+61
| +1% | +$2.19K | 0.02% | 468 |
|
|
2022
Q2 | $209K | Buy |
5,970
+59
| +1% | +$2.07K | 0.02% | 485 |
|
|
2022
Q1 | $206K | Buy |
5,911
+59
| +1% | +$2.06K | 0.02% | 501 |
|
|
2021
Q4 | $212K | Buy |
+5,852
| New | +$212K | 0.02% | 528 |
|