Evermay Wealth Management’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-75
| Closed | -$22K | – | 595 |
|
|
2022
Q3 | $22K | Sell |
75
-83
| -53% | -$24.3K | ﹤0.01% | 347 |
|
|
2022
Q2 | $39K | Hold |
158
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $46K | Hold |
158
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $48K | Sell |
158
-21
| -12% | -$6.38K | 0.01% | 284 |
|
|
2021
Q3 | $53K | Buy |
+179
| New | +$53K | 0.01% | 257 |
|