Centerpoint Advisors’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 |
-18
| Closed | – | – | 443 |
|
|
2022
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 466 |
|
|
2020
Q4 | – | Sell |
-548
| Closed | -$6K | – | 260 |
|
|
2020
Q3 | $6K | Hold |
548
| – | – | ﹤0.01% | 174 |
|
|
2020
Q2 | $6K | Hold |
548
| – | – | ﹤0.01% | 193 |
|
|
2020
Q1 | $5K | Hold |
548
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $7K | Hold |
548
| – | – | 0.01% | 187 |
|
|
2019
Q3 | $6K | Hold |
548
| – | – | ﹤0.01% | 191 |
|
|
2019
Q2 | $6K | Sell |
548
-216
| -28% | -$2.37K | ﹤0.01% | 185 |
|
|
2019
Q1 | $9K | Hold |
764
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $9K | Hold |
764
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $12K | Hold |
764
| – | – | 0.01% | 146 |
|
|
2018
Q2 | $12K | Hold |
764
| – | – | 0.01% | 172 |
|
|
2018
Q1 | $13K | Hold |
764
| – | – | 0.01% | 151 |
|
|
2017
Q4 | $14K | Buy |
+764
| New | +$14K | 0.01% | 134 |
|