Wealthspire Advisors (Maryland)’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.08M | Sell |
97,266
-29,392
| -23% | -$628K | 0.07% | 129 |
|
|
2020
Q2 | $2.93M | Hold |
126,658
| – | – | 0.21% | 74 |
|
|
2020
Q1 | $2.77M | Sell |
126,658
-105,307
| -45% | -$2.31M | 0.24% | 63 |
|
|
2019
Q4 | $8.71M | Sell |
231,965
-24,620
| -10% | -$924K | 0.58% | 31 |
|
|
2019
Q3 | $9.56M | Sell |
256,585
-63
| -0% | -$2.35K | 0.7% | 28 |
|
|
2019
Q2 | $9.07M | Sell |
256,648
-10,585
| -4% | -$374K | 0.68% | 29 |
|
|
2019
Q1 | $8.64M | Buy |
267,233
+266,520
| +37,380% | +$8.62M | 0.65% | 29 |
|
|
2018
Q4 | $20K | Sell |
713
-1,066
| -60% | -$29.9K | ﹤0.01% | 1196 |
|
|
2018
Q3 | $69K | Sell |
1,779
-918
| -34% | -$35.6K | 0.01% | 836 |
|
|
2018
Q2 | $105K | Sell |
2,697
-350
| -11% | -$13.6K | 0.01% | 687 |
|
|
2018
Q1 | $112K | Buy |
3,047
+155
| +5% | +$5.7K | 0.01% | 671 |
|
|
2017
Q4 | $105K | Sell |
2,892
-137
| -5% | -$4.97K | 0.01% | 694 |
|
|
2017
Q3 | $107K | Sell |
3,029
-197
| -6% | -$6.96K | 0.01% | 679 |
|
|
2017
Q2 | $109K | Buy |
3,226
+119
| +4% | +$4.02K | 0.01% | 661 |
|
|
2017
Q1 | $109K | Buy |
3,107
+70
| +2% | +$2.46K | 0.02% | 566 |
|
|
2016
Q4 | $109K | Buy |
3,037
+201
| +7% | +$7.21K | 0.02% | 551 |
|
|
2016
Q3 | $76K | Sell |
2,836
-377
| -12% | -$10.1K | 0.01% | 657 |
|
|
2016
Q2 | $79K | Buy |
3,213
+1,288
| +67% | +$31.7K | 0.01% | 594 |
|
|
2016
Q1 | $47K | Buy |
1,925
+2
| +0.1% | +$49 | 0.01% | 717 |
|
|
2015
Q4 | $49K | Buy |
+1,923
| New | +$49K | 0.01% | 717 |
|