Congress Park Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-52,600
| Closed | -$487K | – | 100 |
|
|
2020
Q1 | $487K | Sell |
52,600
-96,250
| -65% | -$891K | 0.44% | 47 |
|
|
2019
Q4 | $1.87M | Buy |
148,850
+17,950
| +14% | +$226K | 1.38% | 23 |
|
|
2019
Q3 | $1.48M | Buy |
+130,900
| New | +$1.48M | 1.24% | 23 |
|
|
2018
Q2 | – | Sell |
-12,800
| Closed | -$226K | – | 98 |
|
|
2018
Q1 | $226K | Buy |
+12,800
| New | +$226K | 0.23% | 87 |
|