Evercore Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$55K | – | 762 |
|
|
2017
Q4 | $55K | Hold |
3,000
| – | – | ﹤0.01% | 566 |
|
|
2017
Q3 | $51K | Hold |
3,000
| – | – | ﹤0.01% | 571 |
|
|
2017
Q2 | $51K | Sell |
3,000
-240
| -7% | -$4.08K | ﹤0.01% | 569 |
|
|
2017
Q1 | $52K | Hold |
3,240
| – | – | ﹤0.01% | 591 |
|
|
2016
Q4 | $51K | Buy |
3,240
+240
| +8% | +$3.78K | ﹤0.01% | 605 |
|
|
2016
Q3 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 643 |
|
|
2016
Q2 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 630 |
|
|
2016
Q1 | $48K | Hold |
3,000
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $58K | Buy |
+3,000
| New | +$58K | ﹤0.01% | 566 |
|