Axxcess Wealth Management’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,119
| Closed | -$328K | – | 686 |
|
|
2022
Q3 | $328K | Sell |
1,119
-13
| -1% | -$3.81K | 0.03% | 383 |
|
|
2022
Q2 | $281K | Sell |
1,132
-115
| -9% | -$28.5K | 0.03% | 408 |
|
|
2022
Q1 | $363K | Buy |
1,247
+507
| +69% | +$148K | 0.03% | 424 |
|
|
2021
Q4 | $227K | Buy |
+740
| New | +$227K | 0.02% | 556 |
|