Carroll Financial Associates’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
Q4 | $0 | Buy |
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|
2021
Q3 | $0 | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $16K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $0 | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Buy |
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|
2015
Q3 | – | Hold |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $5K | Buy |
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