TCI 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
Q2 | – | Sell |
-679
| Closed | -$23.9K | – | 2109 |
|
|
2023
Q1 | $23.9K | Sell |
679
-1
| -0.1% | -$35 | ﹤0.01% | 641 |
|
|
2022
Q4 | $27.5K | Buy |
680
+1
| +0.1% | +$40 | ﹤0.01% | 575 |
|
|
2022
Q3 | $24K | Buy |
679
+9
| +1% | +$318 | ﹤0.01% | 585 |
|
|
2022
Q2 | $23K | Buy |
670
+154
| +30% | +$5.29K | ﹤0.01% | 603 |
|
|
2022
Q1 | $18K | Sell |
516
-45
| -8% | -$1.57K | ﹤0.01% | 749 |
|
|
2021
Q4 | $20K | Buy |
561
+45
| +9% | +$1.6K | ﹤0.01% | 725 |
|
|
2021
Q3 | $19K | Buy |
516
+193
| +60% | +$7.11K | ﹤0.01% | 705 |
|
|
2021
Q2 | $12K | Buy |
323
+4
| +1% | +$149 | ﹤0.01% | 857 |
|
|
2021
Q1 | $12K | Buy |
319
+186
| +140% | +$7K | 0.01% | 759 |
|
|
2020
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 996 |
|
|
2020
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 998 |
|
|
2020
Q2 | $4K | Hold |
133
| – | – | ﹤0.01% | 832 |
|
|
2020
Q1 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 918 |
|