American Portfolios Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $107K | Sell |
7,391
-56
| -0.8% | -$813 | ﹤0.01% | 1322 |
|
|
2022
Q2 | $121K | Sell |
7,447
-2,729
| -27% | -$44.3K | 0.01% | 1306 |
|
|
2022
Q1 | $199K | Sell |
10,176
-1,508
| -13% | -$29.5K | 0.01% | 1161 |
|
|
2021
Q4 | $209K | Buy |
11,684
+2,650
| +29% | +$47.4K | 0.01% | 1138 |
|
|
2021
Q3 | $144K | Buy |
9,034
+451
| +5% | +$7.19K | 0.01% | 1290 |
|
|
2021
Q2 | $132K | Buy |
8,583
+2,027
| +31% | +$31.1K | 0.01% | 1302 |
|
|
2021
Q1 | $102K | Buy |
6,556
+444
| +7% | +$6.9K | ﹤0.01% | 1309 |
|
|
2020
Q4 | $86.4K | Buy |
6,112
+1,342
| +28% | +$19K | ﹤0.01% | 1217 |
|
|
2020
Q3 | $53.2K | Buy |
4,770
+299
| +7% | +$3.33K | ﹤0.01% | 1298 |
|
|
2020
Q2 | $51.6K | Sell |
4,471
-748
| -14% | -$8.63K | ﹤0.01% | 1281 |
|
|
2020
Q1 | $48.3K | Sell |
5,219
-1,303
| -20% | -$12.1K | ﹤0.01% | 1173 |
|
|
2019
Q4 | $82K | Buy |
+6,522
| New | +$82K | 0.01% | 1148 |
|
|
2018
Q4 | – | Sell |
-117
| Closed | -$1.84K | – | 2558 |
|
|
2018
Q3 | $1.84K | Sell |
117
-740
| -86% | -$11.6K | ﹤0.01% | 2239 |
|
|
2018
Q2 | $13.1K | Buy |
857
+40
| +5% | +$614 | ﹤0.01% | 1616 |
|
|
2018
Q1 | $14.4K | Buy |
817
+736
| +909% | +$13K | ﹤0.01% | 1504 |
|
|
2017
Q4 | $1.49K | Buy |
+81
| New | +$1.49K | ﹤0.01% | 2100 |
|