WFG Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $22K | Buy |
567
+487
| +609% | +$18.9K | 0.01% | 932 |
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1294 |
|
2016
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1315 |
|
2016
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1358 |
|
2016
Q2 | $3K | Buy |
80
+1
| +1% | +$38 | ﹤0.01% | 1339 |
|
2016
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 1292 |
|
2015
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 1312 |
|