Benjamin F. Edwards & Company’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $49K | Buy |
1,666
+1,416
| +566% | +$41.6K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 1756 |
|
|
2023
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q2 | $5K | Sell |
250
-451
| -64% | -$9.02K | ﹤0.01% | 1565 |
|
|
2023
Q1 | $15K | Sell |
701
-750
| -52% | -$16K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $27K | Buy |
1,451
+168
| +13% | +$3.13K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $19K | Hold |
1,283
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q2 | $21K | Buy |
1,283
+1,033
| +413% | +$16.9K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 1540 |
|
|
2021
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 1573 |
|
|
2021
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 1574 |
|
|
2021
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q4 | $4K | Sell |
250
-100
| -29% | -$1.6K | ﹤0.01% | 1462 |
|
|
2020
Q3 | $4K | Sell |
350
-100
| -22% | -$1.14K | ﹤0.01% | 1488 |
|
|
2020
Q2 | $5K | Buy |
450
+200
| +80% | +$2.22K | ﹤0.01% | 1447 |
|
|
2020
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 1618 |
|
|
2019
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q3 | $3K | Sell |
250
-723
| -74% | -$8.68K | ﹤0.01% | 1709 |
|
|
2019
Q2 | $12K | Buy |
+973
| New | +$12K | ﹤0.01% | 1367 |
|