Corient Capital Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $291K | Buy |
17,956
+309
| +2% | +$5.01K | 0.02% | 472 |
|
|
2022
Q2 | $286K | Sell |
17,647
-8,682
| -33% | -$141K | 0.02% | 489 |
|
|
2022
Q1 | $514K | Buy |
26,329
+1,027
| +4% | +$20K | 0.03% | 385 |
|
|
2021
Q4 | $452K | Sell |
25,302
-232
| -0.9% | -$4.14K | 0.03% | 392 |
|
|
2021
Q3 | $407K | Buy |
25,534
+4,544
| +22% | +$72.4K | 0.03% | 414 |
|
|
2021
Q2 | $322K | Buy |
20,990
+5,788
| +38% | +$88.8K | 0.02% | 471 |
|
|
2021
Q1 | $236K | Buy |
15,202
+1,606
| +12% | +$24.9K | 0.02% | 521 |
|
|
2020
Q4 | $192K | Buy |
13,596
+1,528
| +13% | +$21.6K | 0.02% | 487 |
|
|
2020
Q3 | $135K | Buy |
12,068
+300
| +3% | +$3.36K | 0.02% | 465 |
|
|
2020
Q2 | $136K | Sell |
11,768
-225
| -2% | -$2.6K | 0.02% | 456 |
|
|
2020
Q1 | $111K | Sell |
11,993
-3,635
| -23% | -$33.6K | 0.02% | 372 |
|
|
2019
Q4 | $197K | Buy |
15,628
+4,549
| +41% | +$57.3K | 0.03% | 432 |
|
|
2019
Q3 | $125K | Buy |
+11,079
| New | +$125K | 0.02% | 429 |
|