Fieldpoint Private Securities’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $23K | Sell |
1,431
-4,731
| -77% | -$76K | 0.01% | 605 |
|
|
2022
Q1 | $120K | Buy |
6,162
+216
| +4% | +$4.21K | 0.02% | 398 |
|
|
2021
Q4 | $106K | Buy |
5,946
+630
| +12% | +$11.2K | 0.02% | 435 |
|
|
2021
Q3 | $85K | Buy |
5,316
+456
| +9% | +$7.29K | 0.02% | 450 |
|
|
2021
Q2 | $82K | Buy |
4,860
+210
| +5% | +$3.54K | 0.02% | 466 |
|
|
2021
Q1 | $72K | Buy |
4,650
+125
| +3% | +$1.94K | 0.02% | 474 |
|
|
2020
Q4 | $64K | Buy |
+4,525
| New | +$64K | 0.01% | 448 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$63K | – | 536 |
|
|
2019
Q4 | $63K | Buy |
+5,000
| New | +$63K | 0.02% | 385 |
|
|
2017
Q4 | – | Sell |
-1,855
| Closed | -$32K | – | 558 |
|
|
2017
Q3 | $32K | Buy |
+1,855
| New | +$32K | 0.01% | 445 |
|