Empirical Asset Management’s Ubiquiti UI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,284
Closed -$265K 389
2024
Q1
$265K Buy
2,284
+595
+35% +$68.9K 0.13% 217
2023
Q4
$236K Buy
+1,689
New +$236K 0.19% 161