Sugarloaf Wealth Management’s United Bankshares UBSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,816
Closed -$39K 748
2020
Q3
$39K Buy
1,816
+23
+1% +$494 0.01% 261
2020
Q2
$50K Buy
+1,793
New +$50K 0.02% 236