CKW Financial Group’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-1,009
| Closed | -$17K | – | 386 |
|
2014
Q4 | $17K | Sell |
1,009
-68
| -6% | -$1.15K | 0.01% | 230 |
|
2014
Q3 | $19K | Hold |
1,077
| – | – | 0.01% | 216 |
|
2014
Q2 | $20K | Hold |
1,077
| – | – | 0.01% | 214 |
|
2014
Q1 | $23K | Buy |
1,077
+254
| +31% | +$5.42K | 0.01% | 211 |
|
2013
Q4 | $16K | Buy |
+823
| New | +$16K | 0.01% | 232 |
|