Zeke Capital Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,527
| Closed | -$201K | – | 530 |
|
|
2021
Q4 | $201K | Hold |
5,527
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $201K | Sell |
5,527
-688
| -11% | -$25K | 0.01% | 279 |
|
|
2021
Q2 | $227K | Hold |
6,215
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $240K | Hold |
6,215
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $201K | Buy |
+6,215
| New | +$201K | 0.02% | 261 |
|
|
2020
Q3 | – | Sell |
-7,870
| Closed | -$218K | – | 255 |
|
|
2020
Q2 | $218K | Sell |
7,870
-3,885
| -33% | -$108K | 0.04% | 179 |
|
|
2020
Q1 | $271K | Sell |
11,755
-14,144
| -55% | -$326K | 0.08% | 153 |
|
|
2019
Q4 | $1M | Buy |
25,899
+4,490
| +21% | +$174K | 0.08% | 206 |
|
|
2019
Q3 | $811K | Buy |
21,409
+1,838
| +9% | +$69.6K | 0.07% | 245 |
|
|
2019
Q2 | $726K | Hold |
19,571
| – | – | 0.07% | 269 |
|
|
2019
Q1 | $709K | Buy |
19,571
+7,354
| +60% | +$266K | 0.07% | 274 |
|
|
2018
Q4 | $380K | Sell |
12,217
-5,621
| -32% | -$175K | 0.04% | 390 |
|
|
2018
Q3 | $648K | Buy |
+17,838
| New | +$648K | 0.05% | 336 |
|
|
2018
Q2 | – | Sell |
-8,339
| Closed | -$294K | – | 701 |
|
|
2018
Q1 | $294K | Buy |
+8,339
| New | +$294K | 0.03% | 449 |
|