Verdence Capital Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-18,148
| Closed | -$673K | – | 315 |
|
|
2019
Q2 | $673K | Sell |
18,148
-55
| -0.3% | -$2.04K | 0.19% | 137 |
|
|
2019
Q1 | $660K | Sell |
18,203
-3,545
| -16% | -$129K | 0.18% | 138 |
|
|
2018
Q4 | $677K | Buy |
21,748
+3,309
| +18% | +$103K | 0.19% | 115 |
|
|
2018
Q3 | $670K | Hold |
18,439
| – | – | 0.17% | 133 |
|
|
2018
Q2 | $671K | Buy |
18,439
+3,966
| +27% | +$144K | 0.16% | 141 |
|
|
2018
Q1 | $510K | Buy |
+14,473
| New | +$510K | 0.12% | 165 |
|