Dynamic Technology Lab’s UBS Group UBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-56,012
| Closed | -$1.73M | – | 1364 |
|
2024
Q3 | $1.73M | Buy |
+56,012
| New | +$1.73M | 0.18% | 154 |
|
2021
Q4 | – | Sell |
-10,529
| Closed | -$168K | – | 1509 |
|
2021
Q3 | $168K | Buy |
+10,529
| New | +$168K | 0.02% | 932 |
|
2021
Q1 | – | Sell |
-65,938
| Closed | -$932K | – | 1497 |
|
2020
Q4 | $932K | Buy |
+65,938
| New | +$932K | 0.15% | 201 |
|
2020
Q1 | – | Sell |
-42,836
| Closed | -$539K | – | 1387 |
|
2019
Q4 | $539K | Buy |
+42,836
| New | +$539K | 0.09% | 417 |
|
2019
Q3 | – | Sell |
-23,686
| Closed | -$281K | – | 1304 |
|
2019
Q2 | $281K | Buy |
+23,686
| New | +$281K | 0.05% | 677 |
|
2017
Q1 | – | Sell |
-25,156
| Closed | -$394K | – | 1284 |
|
2016
Q4 | $394K | Buy |
+25,156
| New | +$394K | 0.11% | 378 |
|