Wealthcare Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-292	Closed	-$11K	–	125
2021 Q1	$11K	Buy	+292	New	+$10.8K	﹤0.01%	263
2020 Q2	–	Sell	-292	Closed	-$6K	–	67
2020 Q1	$6K	Hold	292	–	–	﹤0.01%	162
2019 Q4	$11K	Hold	292	–	–	﹤0.01%	177
2019 Q3	$11K	Hold	292	–	–	﹤0.01%	151
2019 Q2	$10K	Sell	292 -855	-75%	-$29.8K	﹤0.01%	145
2019 Q1	$37K	Hold	1,147	–	–	0.01%	108
2018 Q4	$32K	Hold	1,147	–	–	﹤0.01%	109
2018 Q3	$44K	Hold	1,147	–	–	0.01%	95
2018 Q2	$45K	Hold	1,147	–	–	0.01%	90
2018 Q1	$42K	Hold	1,147	–	–	﹤0.01%	90
2017 Q4	$41K	Sell	1,147 -89	-7%	-$3.17K	﹤0.01%	94
2017 Q3	$44K	Hold	1,236	–	–	﹤0.01%	85
2017 Q2	$42K	Hold	1,236	–	–	﹤0.01%	85
2017 Q1	$43K	Hold	1,236	–	–	﹤0.01%	88
2016 Q4	$44K	Hold	1,236	–	–	0.01%	79
2016 Q3	$33K	Hold	1,236	–	–	﹤0.01%	88
2016 Q2	$31K	Hold	1,236	–	–	﹤0.01%	87
2016 Q1	$30K	Hold	1,236	–	–	﹤0.01%	95
2015 Q4	$31K	Hold	1,236	–	–	﹤0.01%	99
2015 Q3	$30K	Hold	1,236	–	–	﹤0.01%	110
2015 Q2	$29K	Sell	1,236 -2,304	-65%	-$51.3K	﹤0.01%	132
2015 Q1	$79K	Buy	+3,540	New	+$78.6K	0.01%	180