Wellington Shields Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,173
| Closed | -$119K | – | 316 |
|
2023
Q4 | $119K | Buy |
+3,173
| New | +$119K | 0.01% | 251 |
|
2023
Q2 | – | Sell |
-3,173
| Closed | -$112K | – | 324 |
|
2023
Q1 | $112K | Hold |
3,173
| – | – | 0.01% | 255 |
|
2022
Q4 | $128K | Buy |
+3,173
| New | +$128K | 0.02% | 246 |
|
2022
Q3 | – | Sell |
-3,173
| Closed | -$111K | – | 316 |
|
2022
Q2 | $111K | Hold |
3,173
| – | – | 0.01% | 253 |
|
2022
Q1 | $111K | Buy |
+3,173
| New | +$111K | 0.01% | 273 |
|