Tolleson Wealth Management’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,327	Closed	-$207K	–	74
2021 Q1	$207K	Buy	+5,327	New	+$207K	0.06%	73
2020 Q1	–	Sell	-5,327	Closed	-$208K	–	72
2019 Q4	$208K	Hold	5,327	–	–	0.1%	65
2019 Q3	$204K	Buy	+5,327	New	+$204K	0.11%	59