Financial Gravity Asset Management’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | -$10 | – | 891 |
|
|
2022
Q2 | $10 | Sell |
16
-384
| -96% | -$240 | ﹤0.01% | 680 |
|
|
2022
Q1 | $6.63K | Sell |
400
-122
| -23% | -$2.02K | 0.19% | 118 |
|
|
2021
Q4 | $10.1K | Buy |
522
+11
| +2% | +$212 | 0.23% | 120 |
|
|
2021
Q3 | $16K | Buy |
+511
| New | +$16K | 0.01% | 832 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$112 | – | 1074 |
|
|
2020
Q1 | $112 | Sell |
12
-42
| -78% | -$392 | ﹤0.01% | 873 |
|
|
2019
Q4 | $13K | Buy |
+54
| New | +$13K | 0.01% | 1147 |
|