Advisor Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $188K | Buy |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $123K | Sell |
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|
2019
Q1 | $138K | Buy |
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|
2018
Q4 | $137K | Sell |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.23M | Buy |
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|
2015
Q3 | $704K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $235K | Buy |
|