Cerebellum’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $33K | Buy |
+2,981
| New | +$33K | 0.15% | 334 |
|
2019
Q4 | $461K | Hold |
36,640
| – | – | 0.24% | 296 |
|
2019
Q3 | $414K | Buy |
36,640
+10,903
| +42% | +$123K | 0.27% | 286 |
|
2019
Q2 | $305K | Sell |
25,737
-2,000
| -7% | -$23.7K | 0.25% | 315 |
|
2019
Q1 | $336K | Buy |
27,737
+12,821
| +86% | +$155K | 0.29% | 100 |
|
2018
Q4 | $184K | Buy |
+14,916
| New | +$184K | 0.13% | 306 |
|
2018
Q2 | – | Sell |
-10,333
| Closed | -$182K | – | 529 |
|
2018
Q1 | $182K | Buy |
+10,333
| New | +$182K | 0.23% | 240 |
|