Advisor Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $352K | Sell |
28,045
-2,457
| -8% | -$30.8K | ﹤0.01% | 1931 |
|
|
2019
Q3 | $345K | Buy |
30,502
+4,732
| +18% | +$53.5K | ﹤0.01% | 1899 |
|
|
2019
Q2 | $305K | Sell |
25,770
-1,165
| -4% | -$13.8K | ﹤0.01% | 1984 |
|
|
2019
Q1 | $326K | Sell |
26,935
-971
| -3% | -$11.8K | ﹤0.01% | 1904 |
|
|
2018
Q4 | $344K | Buy |
27,906
+1,028
| +4% | +$12.7K | ﹤0.01% | 1672 |
|
|
2018
Q3 | $422K | Buy |
26,878
+3,984
| +17% | +$62.6K | ﹤0.01% | 1588 |
|
|
2018
Q2 | $352K | Sell |
22,894
-474
| -2% | -$7.29K | ﹤0.01% | 1583 |
|
|
2018
Q1 | $413K | Buy |
23,368
+1,825
| +8% | +$32.3K | 0.01% | 1450 |
|
|
2017
Q4 | $396K | Buy |
21,543
+3,825
| +22% | +$70.3K | 0.01% | 1477 |
|
|
2017
Q3 | $304K | Buy |
17,718
+2,583
| +17% | +$44.3K | ﹤0.01% | 1524 |
|
|
2017
Q2 | $256K | Sell |
15,135
-2,077
| -12% | -$35.1K | ﹤0.01% | 1601 |
|
|
2017
Q1 | $275K | Buy |
17,212
+212
| +1% | +$3.39K | 0.01% | 1441 |
|
|
2016
Q4 | $267K | Buy |
17,000
+59
| +0.3% | +$927 | 0.01% | 1369 |
|
|
2016
Q3 | $230K | Sell |
16,941
-2,521
| -13% | -$34.2K | 0.01% | 1437 |
|
|
2016
Q2 | $251K | Buy |
+19,462
| New | +$251K | 0.01% | 1295 |
|