Baystate Wealth Management’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 |
-1,728
| Closed | -$21K | – | 639 |
|
|
2019
Q2 | $21K | Buy |
1,728
+94
| +6% | +$1.14K | ﹤0.01% | 302 |
|
|
2019
Q1 | $22K | Hold |
1,634
| – | – | ﹤0.01% | 300 |
|
|
2018
Q4 | $22K | Hold |
1,634
| – | – | ﹤0.01% | 293 |
|
|
2018
Q3 | $24K | Sell |
1,634
-1
| -0.1% | -$15 | ﹤0.01% | 286 |
|
|
2018
Q2 | $24K | Buy |
1,635
+63
| +4% | +$925 | ﹤0.01% | 267 |
|
|
2018
Q1 | $27K | Buy |
+1,572
| New | +$27K | ﹤0.01% | 257 |
|