Farmers & Merchants Investments Inc’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-931
| Closed | -$15K | – | 1756 |
|
|
2022
Q2 | $15K | Hold |
931
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $18K | Sell |
931
-470
| -34% | -$9.09K | ﹤0.01% | 600 |
|
|
2021
Q4 | $25K | Buy |
1,401
+289
| +26% | +$5.16K | ﹤0.01% | 550 |
|
|
2021
Q3 | $18K | Buy |
1,112
+181
| +19% | +$2.93K | ﹤0.01% | 579 |
|
|
2021
Q2 | $14K | Sell |
931
-111
| -11% | -$1.67K | ﹤0.01% | 562 |
|
|
2021
Q1 | $16K | Buy |
1,042
+549
| +111% | +$8.43K | ﹤0.01% | 507 |
|
|
2020
Q4 | $7K | Hold |
493
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $6K | Buy |
493
+62
| +14% | +$755 | ﹤0.01% | 699 |
|
|
2020
Q2 | $5K | Hold |
431
| – | – | ﹤0.01% | 726 |
|
|
2020
Q1 | $4K | Hold |
431
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $5K | Hold |
431
| – | – | ﹤0.01% | 768 |
|
|
2019
Q3 | $5K | Sell |
431
-72
| -14% | -$835 | ﹤0.01% | 750 |
|
|
2019
Q2 | $6K | Hold |
503
| – | – | ﹤0.01% | 711 |
|
|
2019
Q1 | $6K | Sell |
503
-218
| -30% | -$2.6K | ﹤0.01% | 692 |
|
|
2018
Q4 | $9K | Hold |
721
| – | – | ﹤0.01% | 511 |
|
|
2018
Q3 | $11K | Buy |
721
+269
| +60% | +$4.1K | ﹤0.01% | 522 |
|
|
2018
Q2 | $7K | Hold |
452
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $8K | Buy |
+452
| New | +$8K | ﹤0.01% | 590 |
|
|
2016
Q3 | – | Sell |
-361
| Closed | -$5K | – | 766 |
|
|
2016
Q2 | $5K | Sell |
361
-60
| -14% | -$831 | ﹤0.01% | 576 |
|
|
2016
Q1 | $7K | Buy |
421
+19
| +5% | +$316 | ﹤0.01% | 522 |
|
|
2015
Q4 | $8K | Hold |
402
| – | – | ﹤0.01% | 528 |
|
|
2015
Q3 | $7K | Buy |
402
+113
| +39% | +$1.97K | ﹤0.01% | 547 |
|
|
2015
Q2 | $6K | Buy |
+289
| New | +$6K | ﹤0.01% | 596 |
|