CIBC Bank USA’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-10,210
| Closed | -$121K | – | 286 |
|
2019
Q2 | $121K | Sell |
10,210
-2,041
| -17% | -$24.2K | 0.02% | 258 |
|
2019
Q1 | $148K | Sell |
12,251
-545
| -4% | -$6.58K | 0.02% | 241 |
|
2018
Q4 | $159K | Buy |
12,796
+91
| +0.7% | +$1.13K | 0.03% | 232 |
|
2018
Q3 | $200K | Sell |
12,705
-145
| -1% | -$2.28K | 0.03% | 244 |
|
2018
Q2 | $197K | Sell |
12,850
-1,382
| -10% | -$21.2K | 0.03% | 238 |
|
2018
Q1 | $251K | Hold |
14,232
| – | – | 0.03% | 219 |
|
2017
Q4 | $262K | Sell |
14,232
-60
| -0.4% | -$1.11K | 0.03% | 210 |
|
2017
Q3 | $245K | Sell |
14,292
-45
| -0.3% | -$771 | 0.03% | 226 |
|
2017
Q2 | $243K | Buy |
14,337
+2,915
| +26% | +$49.4K | 0.03% | 234 |
|
2017
Q1 | $182K | Buy |
+11,422
| New | +$182K | 0.03% | 251 |
|
2016
Q3 | – | Sell |
-11,135
| Closed | -$144K | – | 268 |
|
2016
Q2 | $144K | Buy |
+11,135
| New | +$144K | 0.02% | 250 |
|