Flagship Harbor Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,469
| Closed | -$31K | – | 1979 |
|
|
2019
Q4 | $31K | Buy |
2,469
+252
| +11% | +$3.16K | 0.01% | 965 |
|
|
2019
Q3 | $25K | Sell |
2,217
-273
| -11% | -$3.08K | ﹤0.01% | 1015 |
|
|
2019
Q2 | $29K | Buy |
2,490
+120
| +5% | +$1.4K | 0.01% | 937 |
|
|
2019
Q1 | $28K | Sell |
2,370
-180
| -7% | -$2.13K | 0.01% | 948 |
|
|
2018
Q4 | $31K | Sell |
2,550
-282
| -10% | -$3.43K | 0.01% | 856 |
|
|
2018
Q3 | $44K | Sell |
2,832
-250
| -8% | -$3.88K | 0.01% | 853 |
|
|
2018
Q2 | $47K | Buy |
+3,082
| New | +$47K | 0.01% | 811 |
|