Whittier Trust’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36
| Closed | -$993 | – | 1675 |
|
|
2023
Q3 | $993 | Buy |
+36
| New | +$993 | ﹤0.01% | 1517 |
|
|
2023
Q2 | – | Sell |
-222
| Closed | -$7.81K | – | 1614 |
|
|
2023
Q1 | $7.81K | Hold |
222
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q4 | $8.99K | Sell |
222
-144
| -39% | -$5.83K | ﹤0.01% | 1314 |
|
|
2022
Q3 | $13K | Hold |
366
| – | – | ﹤0.01% | 1297 |
|
|
2022
Q2 | $13K | Hold |
366
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q1 | $13K | Buy |
366
+144
| +65% | +$5.12K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $8K | Hold |
222
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q3 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 1282 |
|
|
2019
Q1 | – | Sell |
-296
| Closed | -$9K | – | 1499 |
|
|
2018
Q4 | $9K | Buy |
+296
| New | +$9K | ﹤0.01% | 1116 |
|