Dubuque Bank & Trust’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,297
| Closed | -$16K | – | 573 |
|
|
2019
Q1 | $16K | Buy |
1,297
+1,116
| +617% | +$13.8K | ﹤0.01% | 413 |
|
|
2018
Q4 | $2K | Sell |
181
-119
| -40% | -$1.32K | ﹤0.01% | 617 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 537 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$3K | – | 756 |
|
|
2015
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 546 |
|