Bridgefront Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,509
| Closed | -$294K | – | 790 |
|
2024
Q3 | $294K | Buy |
+9,509
| New | +$294K | 0.11% | 321 |
|
2023
Q2 | – | Sell |
-13,954
| Closed | -$298K | – | 667 |
|
2023
Q1 | $298K | Buy |
13,954
+3,150
| +29% | +$67.2K | 0.18% | 213 |
|
2022
Q4 | $202K | Buy |
10,804
+769
| +8% | +$14.4K | 0.14% | 299 |
|
2022
Q3 | $146K | Buy |
+10,035
| New | +$146K | 0.15% | 255 |
|
2021
Q4 | – | Sell |
-11,821
| Closed | -$188K | – | 456 |
|
2021
Q3 | $188K | Sell |
11,821
-3,490
| -23% | -$55.5K | 0.2% | 249 |
|
2021
Q2 | $235K | Buy |
+15,311
| New | +$235K | 0.09% | 439 |
|
2021
Q1 | – | Sell |
-11,040
| Closed | -$156K | – | 927 |
|
2020
Q4 | $156K | Buy |
+11,040
| New | +$156K | 0.05% | 542 |
|