EWM
OUBS
Elite Wealth Management’s USB AG (NEW) OUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,230
| Closed | -$181K | – | 74 |
|
|
2015
Q1 | $181K | Hold |
11,230
| – | – | 0.16% | 59 |
|
|
2014
Q4 | $185K | Sell |
11,230
-100
| -0.9% | -$1.65K | 0.18% | 57 |
|
|
2014
Q3 | $197K | Buy |
11,330
+7
| +0.1% | +$122 | 0.18% | 70 |
|
|
2014
Q2 | $207K | Hold |
11,323
| – | – | 0.21% | 61 |
|
|
2014
Q1 | $235K | Sell |
11,323
-21,900
| -66% | -$455K | 0.19% | 63 |
|
|
2013
Q4 | $640K | Buy |
+33,223
| New | +$640K | 0.47% | 45 |
|