Claraphi Advisory Network’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $196K | Hold |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $190K | Sell |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $181K | Sell |
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|
2019
Q3 | $166K | Hold |
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|
2019
Q2 | $174K | Sell |
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|
2019
Q1 | $182K | Sell |
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|
2018
Q4 | $196K | Sell |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $272K | Buy |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | $200K | Buy |
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