Brinker Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.76M | Sell |
152,401
-17,285
| -10% | -$200K | 0.06% | 336 |
|
|
2020
Q1 | $1.57M | Sell |
169,686
-1,657
| -1% | -$15.3K | 0.06% | 292 |
|
|
2019
Q4 | $2.16M | Buy |
171,343
+15,011
| +10% | +$189K | 0.07% | 293 |
|
|
2019
Q3 | $1.77M | Buy |
156,332
+28,140
| +22% | +$318K | 0.06% | 335 |
|
|
2019
Q2 | $1.52M | Sell |
128,192
-20,477
| -14% | -$243K | 0.06% | 354 |
|
|
2019
Q1 | $1.8M | Buy |
148,669
+60,697
| +69% | +$735K | 0.07% | 306 |
|
|
2018
Q4 | $1.09M | Sell |
87,972
-64,385
| -42% | -$797K | 0.05% | 376 |
|
|
2018
Q3 | $2.4M | Sell |
152,357
-53,909
| -26% | -$848K | 0.09% | 235 |
|
|
2018
Q2 | $3.16M | Sell |
206,266
-2,861
| -1% | -$43.9K | 0.12% | 171 |
|
|
2018
Q1 | $3.69M | Buy |
209,127
+45,436
| +28% | +$802K | 0.14% | 151 |
|
|
2017
Q4 | $3.01M | Sell |
163,691
-4,744
| -3% | -$87.2K | 0.12% | 177 |
|
|
2017
Q3 | $2.89M | Sell |
168,435
-8,179
| -5% | -$140K | 0.12% | 183 |
|
|
2017
Q2 | $3M | Buy |
176,614
+89,622
| +103% | +$1.52M | 0.14% | 169 |
|
|
2017
Q1 | $1.39M | Buy |
+86,992
| New | +$1.39M | 0.06% | 277 |
|