Column Capital Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.95K | Buy |
282
+115
| +69% | +$2.84K | ﹤0.01% | 567 |
|
|
2023
Q2 | $3.39K | Hold |
167
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $3.56K | Hold |
167
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $3.12K | Hold |
167
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $2K | Hold |
167
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $3K | Hold |
167
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $3K | Hold |
167
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $3K | Buy |
167
+1
| +0.6% | +$18 | ﹤0.01% | 638 |
|
|
2021
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 604 |
|
|
2021
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $2K | Buy |
166
+84
| +102% | +$1.01K | ﹤0.01% | 622 |
|
|
2020
Q3 | $1K | Buy |
82
+3
| +4% | +$37 | ﹤0.01% | 667 |
|
|
2020
Q2 | $0 | Sell |
79
-491
| -86% | – | ﹤0.01% | 918 |
|
|
2020
Q1 | $5K | Buy |
570
+79
| +16% | +$693 | ﹤0.01% | 501 |
|
|
2019
Q4 | $6K | Buy |
+491
| New | +$6K | ﹤0.01% | 518 |
|