YHB Investment Advisors’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-35,551	Closed	-$485K	–	198
2019 Q3	$485K	Hold	35,551	–	–	0.07%	133
2019 Q2	$504K	Hold	35,551	–	–	0.08%	134
2019 Q1	$510K	Hold	35,551	–	–	0.08%	137
2018 Q4	$523K	Hold	35,551	–	–	0.09%	130
2018 Q3	$598K	Hold	35,551	–	–	0.09%	131
2018 Q2	$623K	Hold	35,551	–	–	0.1%	130
2018 Q1	$576K	Hold	35,551	–	–	0.1%	132
2017 Q4	$627K	Hold	35,551	–	–	0.11%	122
2017 Q3	$650K	Hold	35,551	–	–	0.12%	123
2017 Q2	$593K	Sell	35,551 -23,724	-40%	-$396K	0.1%	124
2017 Q1	$1.02M	Hold	59,275	–	–	0.2%	103
2016 Q4	$1.08M	Hold	59,275	–	–	0.22%	100
2016 Q3	$820K	Buy	59,275 +21,350	+56%	+$295K	0.2%	104
2016 Q2	$492K	Hold	37,925	–	–	0.11%	117
2016 Q1	$477K	Hold	37,925	–	–	0.13%	113
2015 Q4	$488K	Hold	37,925	–	–	0.11%	120
2015 Q3	$495K	Hold	37,925	–	–	0.12%	121
2015 Q2	$510K	Sell	37,925 -22,750	-37%	-$306K	0.11%	123
2015 Q1	$754K	Sell	60,675 -773	-1%	-$9.61K	0.17%	113
2014 Q4	$882K	Hold	61,448	–	–	0.2%	108
2014 Q3	$780K	Hold	61,448	–	–	0.19%	106
2014 Q2	$833K	Buy	61,448 +35,837	+140%	+$486K	0.2%	102
2014 Q1	$471K	Hold	25,611	–	–	0.12%	118
2013 Q4	$484K	Hold	25,611	–	–	0.13%	111
2013 Q3	$414K	Hold	25,611	–	–	0.12%	119
2013 Q2	$388K	Buy	+25,611	New	+$388K	0.12%	123