Archford Capital Strategies’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-66
| Closed | -$1K | – | 500 |
|
|
2019
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 515 |
|
|
2018
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 612 |
|
|
2017
Q2 | – | Sell |
-120
| Closed | -$2K | – | 599 |
|
|
2017
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 614 |
|
|
2016
Q4 | $1K | Hold |
120
| – | – | ﹤0.01% | 588 |
|
|
2016
Q3 | $1K | Sell |
120
-120
| -50% | -$1K | ﹤0.01% | 612 |
|
|
2016
Q2 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 532 |
|
|
2016
Q1 | – | Sell |
-186
| Closed | -$4K | – | 576 |
|
|
2015
Q4 | $4K | Hold |
186
| – | – | ﹤0.01% | 616 |
|
|
2015
Q3 | $4K | Buy |
186
+93
| +100% | +$2K | ﹤0.01% | 488 |
|
|
2015
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 516 |
|
|
2015
Q1 | $1.75K | Hold |
93
| – | – | ﹤0.01% | 558 |
|
|
2014
Q4 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 540 |
|