Covenant Multifamily Offices’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,033
| Closed | -$335K | – | 155 |
|
|
2020
Q2 | $335K | Buy |
+29,033
| New | +$335K | 0.07% | 116 |
|
|
2019
Q2 | – | Sell |
-3,127
| Closed | -$38K | – | 256 |
|
|
2019
Q1 | $38K | Buy |
+3,127
| New | +$38K | 0.01% | 128 |
|
|
2018
Q1 | – | Sell |
-2,940
| Closed | -$54K | – | 121 |
|
|
2017
Q4 | $54K | Buy |
+2,940
| New | +$54K | 0.04% | 61 |
|