Cedar Brook Financial Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,078
| Closed | -$236K | – | 394 |
|
|
2022
Q1 | $236K | Sell |
12,078
-6,107
| -34% | -$119K | 0.06% | 324 |
|
|
2021
Q4 | $325K | Buy |
18,185
+4,076
| +29% | +$72.8K | 0.08% | 259 |
|
|
2021
Q3 | $225K | Sell |
14,109
-3,534
| -20% | -$56.4K | 0.07% | 306 |
|
|
2021
Q2 | $271K | Buy |
17,643
+577
| +3% | +$8.86K | 0.08% | 293 |
|
|
2021
Q1 | $265K | Sell |
17,066
-238
| -1% | -$3.7K | 0.09% | 254 |
|
|
2020
Q4 | $245K | Buy |
+17,304
| New | +$245K | 0.09% | 259 |
|