FinTrust Capital Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.4K | Buy |
659
+8
| +1% | +$247 | ﹤0.01% | 797 |
|
|
2024
Q2 | $19.2K | Hold |
651
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $20K | Sell |
651
-99
| -13% | -$3.04K | ﹤0.01% | 717 |
|
|
2023
Q4 | $23.2K | Hold |
750
| – | – | ﹤0.01% | 649 |
|
|
2023
Q3 | $18.5K | Buy |
750
+299
| +66% | +$7.37K | ﹤0.01% | 664 |
|
|
2023
Q2 | $8.42K | Hold |
451
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $8.42K | Hold |
451
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $8.42K | Hold |
451
| – | – | ﹤0.01% | 787 |
|
|
2022
Q3 | $7K | Hold |
451
| – | – | ﹤0.01% | 966 |
|
|
2022
Q2 | $7K | Hold |
451
| – | – | ﹤0.01% | 981 |
|
|
2022
Q1 | $9K | Buy |
451
+145
| +47% | +$2.89K | ﹤0.01% | 976 |
|
|
2021
Q4 | $5K | Hold |
306
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q3 | $5K | Hold |
306
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q2 | $5K | Hold |
306
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q1 | $5K | Hold |
306
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $4K | Hold |
306
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $3 | Hold |
306
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q2 | $4K | Buy |
+306
| New | +$4K | ﹤0.01% | 853 |
|
|
2019
Q2 | – | Sell |
-695
| Closed | -$8K | – | 1257 |
|
|
2019
Q1 | $8K | Sell |
695
-105
| -13% | -$1.21K | ﹤0.01% | 833 |
|
|
2018
Q4 | $10K | Buy |
+800
| New | +$10K | ﹤0.01% | 760 |
|