FineMark National Bank & Trust’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,311
| Closed | -$270K | – | 419 |
|
|
2018
Q1 | $270K | Buy |
+15,311
| New | +$270K | 0.02% | 322 |
|
|
2016
Q3 | – | Sell |
-65
| Closed | -$1K | – | 1422 |
|
|
2016
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 1331 |
|
|
2016
Q1 | $1K | Sell |
65
-46
| -41% | -$708 | ﹤0.01% | 1251 |
|
|
2015
Q4 | $2K | Hold |
111
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q3 | $2K | Buy |
111
+65
| +141% | +$1.17K | ﹤0.01% | 1295 |
|
|
2015
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1377 |
|
|
2015
Q1 | – | Sell |
-65
| Closed | -$1K | – | 1456 |
|
|
2014
Q4 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1364 |
|