Valeo Financial 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
Q3 | – | Sell |
-9,027
| Closed | -$268K | – | 644 |
|
|
2023
Q2 | $268K | Hold |
9,027
| – | – | 0.01% | 459 |
|
|
2023
Q1 | $318K | Hold |
9,027
| – | – | 0.02% | 427 |
|
|
2022
Q4 | $366K | Hold |
9,027
| – | – | 0.02% | 337 |
|
|
2022
Q3 | $323K | Hold |
9,027
| – | – | 0.02% | 320 |
|
|
2022
Q2 | $317K | Hold |
9,027
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $315K | Hold |
9,027
| – | – | 0.02% | 410 |
|
|
2021
Q4 | $327K | Hold |
9,027
| – | – | 0.02% | 376 |
|
|
2021
Q3 | $328K | Sell |
9,027
-423
| -4% | -$15.4K | 0.02% | 366 |
|
|
2021
Q2 | $345K | Hold |
9,450
| – | – | 0.02% | 319 |
|
|
2021
Q1 | $365K | Hold |
9,450
| – | – | 0.02% | 317 |
|
|
2020
Q4 | $306K | Hold |
9,450
| – | – | 0.02% | 323 |
|
|
2020
Q3 | $203K | Sell |
9,450
-368
| -4% | -$7.91K | 0.02% | 313 |
|
|
2020
Q2 | $272K | Buy |
9,818
+818
| +9% | +$22.7K | 0.02% | 266 |
|
|
2020
Q1 | $241K | Hold |
9,000
| – | – | 0.03% | 260 |
|
|
2019
Q4 | $348K | Sell |
9,000
-17,303
| -66% | -$669K | 0.03% | 237 |
|
|
2019
Q3 | $996K | Buy |
+26,303
| New | +$996K | 0.11% | 125 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1633 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1486 |
|