Engineers Gate Manager’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,036
| Closed | -$267K | – | 2420 |
|
|
2024
Q2 | $267K | Buy |
+9,036
| New | +$267K | 0.01% | 1525 |
|
|
2023
Q4 | – | Sell |
-8,786
| Closed | -$217K | – | 2277 |
|
|
2023
Q3 | $217K | Buy |
+8,786
| New | +$217K | 0.01% | 1465 |
|
|
2019
Q1 | – | Sell |
-249,553
| Closed | -$3.09M | – | 1155 |
|
|
2018
Q4 | $3.09M | Buy |
+249,553
| New | +$3.09M | 0.25% | 117 |
|
|
2018
Q2 | – | Sell |
-129,152
| Closed | -$2.28M | – | 1185 |
|
|
2018
Q1 | $2.28M | Buy |
129,152
+50,769
| +65% | +$897K | 0.15% | 236 |
|
|
2017
Q4 | $1.44M | Sell |
78,383
-89,575
| -53% | -$1.65M | 0.1% | 377 |
|
|
2017
Q3 | $2.88M | Buy |
167,958
+3,444
| +2% | +$59.1K | 0.24% | 126 |
|
|
2017
Q2 | $2.79M | Buy |
+164,514
| New | +$2.79M | 0.25% | 132 |
|
|
2017
Q1 | – | Sell |
-64,552
| Closed | -$1.01M | – | 770 |
|
|
2016
Q4 | $1.01M | Sell |
64,552
-98,506
| -60% | -$1.54M | 0.11% | 319 |
|
|
2016
Q3 | $2.22M | Buy |
+163,058
| New | +$2.22M | 0.23% | 164 |
|
|
2015
Q3 | – | Sell |
-10,519
| Closed | -$223K | – | 956 |
|
|
2015
Q2 | $223K | Buy |
+10,519
| New | +$223K | 0.02% | 887 |
|