Braun-Bostich & Associates’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 |
-2,635
| Closed | -$31K | – | 285 |
|
|
2019
Q2 | $31K | Sell |
2,635
-914
| -26% | -$10.8K | 0.03% | 210 |
|
|
2019
Q1 | $43K | Hold |
3,549
| – | – | 0.04% | 203 |
|
|
2018
Q4 | $44K | Sell |
3,549
-1,404
| -28% | -$17.4K | 0.05% | 183 |
|
|
2018
Q3 | $78K | Hold |
4,953
| – | – | 0.08% | 157 |
|
|
2018
Q2 | $76K | Hold |
4,953
| – | – | 0.08% | 157 |
|
|
2018
Q1 | $87K | Hold |
4,953
| – | – | 0.08% | 139 |
|
|
2017
Q4 | $91K | Buy |
+4,953
| New | +$91K | 0.08% | 145 |
|