WealthShield Partners’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,859
| Closed | -$428K | – | 311 |
|
|
2022
Q3 | $428K | Hold |
11,859
| – | – | 0.08% | 213 |
|
|
2022
Q2 | $420K | Sell |
11,859
-1,875
| -14% | -$66.4K | 0.08% | 217 |
|
|
2022
Q1 | $484K | Sell |
13,734
-686
| -5% | -$24.2K | 0.08% | 236 |
|
|
2021
Q4 | $523K | Sell |
14,420
-175
| -1% | -$6.35K | 0.09% | 186 |
|
|
2021
Q3 | $531K | Sell |
14,595
-1,600
| -10% | -$58.2K | 0.14% | 133 |
|
|
2021
Q2 | $591K | Sell |
16,195
-285
| -2% | -$10.4K | 0.09% | 150 |
|
|
2021
Q1 | $636K | Sell |
16,480
-1,325
| -7% | -$51.1K | 0.11% | 130 |
|
|
2020
Q4 | $577K | Buy |
+17,805
| New | +$577K | 0.11% | 152 |
|