Wealthspire Advisors (Maryland)’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.73M | Buy |
80,769
+1,340
| +2% | +$28.8K | 0.06% | 141 |
|
|
2020
Q2 | $2.2M | Sell |
79,429
-4
| -0% | -$111 | 0.16% | 89 |
|
|
2020
Q1 | $1.83M | Buy |
79,433
+904
| +1% | +$20.9K | 0.16% | 89 |
|
|
2019
Q4 | $3.04M | Buy |
78,529
+702
| +0.9% | +$27.1K | 0.2% | 74 |
|
|
2019
Q3 | $2.95M | Sell |
77,827
-195
| -0.2% | -$7.38K | 0.22% | 74 |
|
|
2019
Q2 | $2.89M | Sell |
78,022
-9,214
| -11% | -$342K | 0.22% | 74 |
|
|
2019
Q1 | $3.16M | Sell |
87,236
-52,945
| -38% | -$1.92M | 0.24% | 66 |
|
|
2018
Q4 | $4.36M | Buy |
140,181
+44,872
| +47% | +$1.4M | 0.39% | 46 |
|
|
2018
Q3 | $3.46M | Sell |
95,309
-44,247
| -32% | -$1.61M | 0.29% | 53 |
|
|
2018
Q2 | $5.08M | Sell |
139,556
-4,202
| -3% | -$153K | 0.46% | 38 |
|
|
2018
Q1 | $5.07M | Buy |
143,758
+29,612
| +26% | +$1.04M | 0.48% | 40 |
|
|
2017
Q4 | $3.97M | Sell |
114,146
-701
| -0.6% | -$24.4K | 0.39% | 45 |
|
|
2017
Q3 | $4.27M | Sell |
114,847
-3,959
| -3% | -$147K | 0.47% | 36 |
|
|
2017
Q2 | $4.66M | Sell |
118,806
-1,385
| -1% | -$54.3K | 0.55% | 31 |
|
|
2017
Q1 | $5.08M | Sell |
120,191
-4,822
| -4% | -$204K | 0.72% | 23 |
|
|
2016
Q4 | $5.78M | Sell |
125,013
-13,041
| -9% | -$603K | 0.86% | 21 |
|
|
2016
Q3 | $5.2M | Buy |
+138,054
| New | +$5.2M | 0.81% | 21 |
|