Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$121 | – | 1522 |
|
|
2022
Q4 | $121 | Hold |
3
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q3 | $107 | Buy |
+3
| New | +$107 | ﹤0.01% | 1586 |
|
|
2017
Q2 | – | Sell |
-1,020
| Closed | -$43.1K | – | 1107 |
|
|
2017
Q1 | $43.1K | Hold |
1,020
| – | – | 0.04% | 288 |
|
|
2016
Q4 | $47.2K | Hold |
1,020
| – | – | 0.04% | 280 |
|
|
2016
Q3 | $38.4K | Hold |
1,020
| – | – | 0.04% | 299 |
|
|
2016
Q2 | $38.3K | Hold |
1,020
| – | – | 0.04% | 287 |
|
|
2016
Q1 | $37.4K | Buy |
+1,020
| New | +$37.4K | 0.04% | 291 |
|