Bell Investment Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06K | Hold |
5
| – | – | ﹤0.01% | 1356 |
|
|
2025
Q1 | $1.55K | Hold |
5
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q4 | $1.66K | Hold |
5
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q3 | $1.11K | Hold |
5
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q2 | $729 | Hold |
5
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q1 | $580 | Hold |
5
| – | – | ﹤0.01% | 1770 |
|
|
2023
Q4 | $698 | Sell |
5
-5
| -50% | -$698 | ﹤0.01% | 1700 |
|
|
2023
Q3 | $1.45K | Hold |
10
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q2 | $1.76K | Sell |
10
-22
| -69% | -$3.87K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $8.7K | Sell |
32
-2
| -6% | -$543 | ﹤0.01% | 536 |
|
|
2022
Q4 | $9.3K | Buy |
34
+13
| +62% | +$3.56K | ﹤0.01% | 511 |
|
|
2022
Q3 | $6K | Buy |
21
+7
| +50% | +$2K | ﹤0.01% | 626 |
|
|
2022
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 1033 |
|
|
2021
Q4 | $3K | Sell |
10
-4
| -29% | -$1.2K | ﹤0.01% | 1045 |
|
|
2021
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 834 |
|