Summit Securities Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | – | – | 756 |
|
|
2024
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 673 |
|
|
2015
Q4 | – | Sell |
-79
| Closed | -$3K | – | 389 |
|
|
2015
Q3 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 250 |
|
|
2014
Q1 | – | Sell |
-168
| Closed | -$5K | – | 480 |
|
|
2013
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 363 |
|