Wealthcare Capital Management’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-292
| Closed | -$11K | – | 125 |
|
2021
Q1 | $11K | Buy |
+292
| New | +$11K | ﹤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% | -$29.3K | ﹤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% | -$3.18K | ﹤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% | -$54.1K | ﹤0.01% | 132 |
|
2015
Q1 | $79K | Buy |
+3,540
| New | +$79K | 0.01% | 180 |
|