Capital Insight Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-46,285
| Closed | -$523K | – | 96 |
|
|
2019
Q3 | $523K | Sell |
46,285
-8,497
| -16% | -$96K | 0.46% | 68 |
|
|
2019
Q2 | $649K | Buy |
54,782
+2,668
| +5% | +$31.6K | 0.56% | 67 |
|
|
2019
Q1 | $631K | Buy |
52,114
+2,098
| +4% | +$25.4K | 0.57% | 67 |
|
|
2018
Q4 | $619K | Buy |
50,016
+531
| +1% | +$6.57K | 0.64% | 61 |
|
|
2018
Q3 | $778K | Buy |
+49,485
| New | +$778K | 0.68% | 57 |
|