Susquehanna Fundamental Investments’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,415
| Closed | -$226K | – | 872 |
|
|
2023
Q1 | $226K | Sell |
6,415
-73,187
| -92% | -$2.58M | 0.01% | 845 |
|
|
2022
Q4 | $3.22M | Buy |
79,602
+5,024
| +7% | +$203K | 0.06% | 369 |
|
|
2022
Q3 | $2.67M | Buy |
+74,578
| New | +$2.67M | 0.05% | 498 |
|
|
2022
Q1 | $3.93M | Buy |
112,594
+94,355
| +517% | +$3.29M | 0.08% | 358 |
|
|
2021
Q4 | $662K | Buy |
+18,239
| New | +$662K | 0.02% | 811 |
|
|
2020
Q1 | – | Sell |
-6,800
| Closed | -$263K | – | 409 |
|
|
2019
Q4 | $263K | Hold |
6,800
| – | – | 0.03% | 285 |
|
|
2019
Q3 | $258K | Sell |
6,800
-1,700
| -20% | -$64.5K | 0.03% | 282 |
|
|
2019
Q2 | $315K | Buy |
8,500
+1,700
| +25% | +$63K | 0.04% | 283 |
|
|
2019
Q1 | $246K | Buy |
+6,800
| New | +$246K | 0.03% | 334 |
|