First Personal Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-652
| Closed | -$8K | – | 747 |
|
|
2019
Q2 | $8K | Hold |
652
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $8K | Hold |
652
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $8K | Buy |
652
+62
| +11% | +$761 | ﹤0.01% | 502 |
|
|
2018
Q3 | $9K | Sell |
590
-533
| -47% | -$8.13K | ﹤0.01% | 515 |
|
|
2018
Q2 | $17K | Hold |
1,123
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $20K | Buy |
+1,123
| New | +$20K | ﹤0.01% | 633 |
|
|
2016
Q1 | – | Sell |
-242
| Closed | -$5K | – | 398 |
|
|
2015
Q4 | $5K | Hold |
242
| – | – | ﹤0.01% | 340 |
|
|
2015
Q3 | $5K | Buy |
+242
| New | +$5K | ﹤0.01% | 334 |
|