Elkfork Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $673K | Hold |
58,922
| – | – | 0.02% | 496 |
|
|
2019
Q2 | $689K | Buy |
58,922
+9,316
| +19% | +$109K | 0.02% | 491 |
|
|
2019
Q1 | $607K | Hold |
49,606
| – | – | 0.02% | 514 |
|
|
2018
Q4 | $611K | Buy |
49,606
+4,216
| +9% | +$51.9K | 0.02% | 465 |
|
|
2018
Q3 | $716K | Buy |
45,390
+4,488
| +11% | +$70.8K | 0.02% | 473 |
|
|
2018
Q2 | $628K | Hold |
40,902
| – | – | 0.02% | 466 |
|
|
2018
Q1 | $722K | Hold |
40,902
| – | – | 0.02% | 427 |
|
|
2017
Q4 | $752K | Hold |
40,902
| – | – | 0.02% | 426 |
|
|
2017
Q3 | $702K | Hold |
40,902
| – | – | 0.02% | 404 |
|
|
2017
Q2 | $695K | Hold |
40,902
| – | – | 0.02% | 405 |
|
|
2017
Q1 | $652K | Hold |
40,902
| – | – | 0.02% | 393 |
|
|
2016
Q4 | $641K | Buy |
+40,902
| New | +$641K | 0.02% | 369 |
|