Support PenkeVawter Financial, Ltd.
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBCP.NASDAQ | United Bancorp Inc | USA | Financial Services | Banks - Regional | 2024-09-30 | 0.631 | 0.293 | 36.5k | $412.9k | $466.3k |
|
Trades
Buys
Report date: 2024-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| UBCP.NASDAQ | 36.4k | - | 462.2k | 11-15 | $12.77 | 12.0% |
Adds
Report date: 2024-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| UBCP.NASDAQ | 108.00 | 0.3 | 1.3k | 11-14 | $12.77 | 12.0% |
Comments
How you think about this?