VisionPoint Advisory Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,664
| Closed | -$477K | – | 136 |
|
|
2020
Q1 | $477K | Sell |
20,664
-2,306
| -10% | -$53.2K | 0.22% | 61 |
|
|
2019
Q4 | $888K | Buy |
22,970
+1,649
| +8% | +$63.7K | 0.37% | 50 |
|
|
2019
Q3 | $795K | Sell |
21,321
-399
| -2% | -$14.9K | 0.22% | 54 |
|
|
2019
Q2 | $806K | Sell |
21,720
-1,843
| -8% | -$68.4K | 0.23% | 53 |
|
|
2019
Q1 | $854K | Sell |
23,563
-1,144
| -5% | -$41.5K | 0.24% | 54 |
|
|
2018
Q4 | $769K | Buy |
+24,707
| New | +$769K | 0.25% | 51 |
|