Colony Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $358K | Hold |
|
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|
2022
Q3 | $279K | Buy |
|
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|
2022
Q2 | $306K | Sell |
|
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $331K | Buy |
|