Berman Capital Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $31K | Sell |
1,953
-26
| -1% | -$413 | ﹤0.01% | 854 |
|
|
2021
Q2 | $30K | Buy |
1,979
+27
| +1% | +$409 | ﹤0.01% | 772 |
|
|
2021
Q1 | $30K | Buy |
1,952
+163
| +9% | +$2.51K | 0.01% | 660 |
|
|
2020
Q4 | $25K | Buy |
1,789
+12
| +0.7% | +$168 | 0.01% | 614 |
|
|
2020
Q3 | $19K | Hold |
1,777
| – | – | 0.01% | 608 |
|
|
2020
Q2 | $20K | Buy |
1,777
+946
| +114% | +$10.6K | 0.01% | 544 |
|
|
2020
Q1 | $7K | Buy |
831
+722
| +662% | +$6.08K | ﹤0.01% | 804 |
|
|
2019
Q4 | $1K | Hold |
109
| – | – | ﹤0.01% | 1394 |
|
|
2019
Q3 | $1K | Sell |
109
-1,299
| -92% | -$11.9K | ﹤0.01% | 1375 |
|
|
2019
Q2 | $16K | Buy |
1,408
+606
| +76% | +$6.89K | 0.01% | 585 |
|
|
2019
Q1 | $9K | Buy |
802
+310
| +63% | +$3.48K | ﹤0.01% | 707 |
|
|
2018
Q4 | $5K | Buy |
+492
| New | +$5K | ﹤0.01% | 702 |
|