TRUE Private 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 |
-5,029
| Closed | -$204K | – | 253 |
|
|
2022
Q4 | $204K | Buy |
+5,029
| New | +$204K | 0.03% | 208 |
|
|
2021
Q1 | – | Sell |
-5,029
| Closed | -$164K | – | 669 |
|
|
2020
Q4 | $164K | Hold |
5,029
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $109K | Hold |
5,029
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $140K | Hold |
5,029
| – | – | 0.03% | 207 |
|
|
2020
Q1 | $117K | Hold |
5,029
| – | – | 0.02% | 190 |
|
|
2019
Q4 | $196K | Buy |
+5,029
| New | +$196K | 0.03% | 219 |
|