TCI Wealth Advisors’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-679	Closed	-$23.9K	–	2107
2023 Q1	$23.9K	Sell	679 -1	-0.1%	-$39	﹤0.01%	641
2022 Q4	$27.5K	Buy	680 +1	+0.1%	+$41	﹤0.01%	575
2022 Q3	$24K	Buy	679 +9	+1%	+$335	﹤0.01%	585
2022 Q2	$23K	Buy	670 +154	+30%	+$5.4K	﹤0.01%	604
2022 Q1	$18K	Sell	516 -45	-8%	-$1.64K	﹤0.01%	749
2021 Q4	$20K	Buy	561 +45	+9%	+$1.66K	﹤0.01%	725
2021 Q3	$19K	Buy	516 +193	+60%	+$6.75K	﹤0.01%	720
2021 Q2	$12K	Buy	323 +4	+1%	+$157	﹤0.01%	875
2021 Q1	$12K	Buy	319 +186	+140%	+$6.82K	0.01%	777
2020 Q4	$4K	Hold	133	–	–	﹤0.01%	1020
2020 Q3	$3K	Hold	133	–	–	﹤0.01%	1015
2020 Q2	$4K	Hold	133	–	–	﹤0.01%	844
2020 Q1	$3K	Buy	+133	New	+$4.18K	﹤0.01%	928