CI
Cavalier Investments’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,400
| Closed | -$2.53M | – | 136 |
|
|
2019
Q4 | $2.53M | Hold |
13,400
| – | – | 1.1% | 24 |
|
|
2019
Q3 | $1.59M | Hold |
13,400
| – | – | 0.68% | 46 |
|
|
2019
Q2 | $1.76M | Buy |
+13,400
| New | +$1.76M | 0.74% | 40 |
|
|
2017
Q3 | – | Sell |
-25,800
| Closed | -$1.3M | – | 178 |
|
|
2017
Q2 | $1.3M | Hold |
25,800
| – | – | 0.72% | 27 |
|
|
2017
Q1 | $1.3M | Buy |
25,800
+17,300
| +204% | +$870K | 0.73% | 25 |
|
|
2016
Q4 | $491K | Buy |
8,500
+3,300
| +63% | +$191K | 0.32% | 67 |
|
|
2016
Q3 | $278K | Buy |
+5,200
| New | +$278K | 0.17% | 97 |
|