TFO Wealth Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$286 | – | 699 |
|
|
2024
Q1 | $286 | Hold |
8
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $300 | Hold |
8
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $237 | Hold |
8
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $237 | Hold |
8
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $282 | Sell |
8
-193
| -96% | -$6.8K | ﹤0.01% | 393 |
|
|
2022
Q4 | $6.79K | Buy |
+201
| New | +$6.79K | ﹤0.01% | 143 |
|