Avestar Capital’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 |
-336
| Closed | -$3K | – | 794 |
|
|
2019
Q2 | $3K | Buy |
336
+76
| +29% | +$679 | ﹤0.01% | 649 |
|
|
2019
Q1 | $3K | Buy |
+260
| New | +$3K | ﹤0.01% | 629 |
|
|
2018
Q4 | – | Sell |
-532
| Closed | -$7K | – | 1003 |
|
|
2018
Q3 | $7K | Buy |
532
+93
| +21% | +$1.22K | ﹤0.01% | 514 |
|
|
2018
Q2 | $6K | Buy |
439
+66
| +18% | +$902 | ﹤0.01% | 547 |
|
|
2018
Q1 | $6K | Buy |
+373
| New | +$6K | ﹤0.01% | 514 |
|