Capital Bank & Trust’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $41.2M | Buy |
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|
2021
Q1 | $40.6M | Buy |
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|
2020
Q4 | $34.7M | Buy |
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|
2020
Q3 | $26.6M | Buy |
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|
2020
Q2 | $14.9M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $36K | Buy |
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|
2019
Q2 | $40K | Sell |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $47K | Sell |
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|
2018
Q3 | $7.28M | Buy |
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|
2018
Q2 | $6.95M | Sell |
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|
2018
Q1 | $18.7M | Sell |
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|
2017
Q4 | $20.3M | Sell |
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|
2017
Q3 | $30.9M | Buy |
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|
2017
Q2 | $29.6M | Buy |
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