Frontier Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,546
| Closed | -$184K | – | 410 |
|
|
2017
Q1 | $184K | Buy |
+11,546
| New | +$184K | 0.03% | 368 |
|
|
2016
Q3 | – | Sell |
-12,629
| Closed | -$202K | – | 380 |
|
|
2016
Q2 | $202K | Hold |
12,629
| – | – | 0.03% | 302 |
|
|
2016
Q1 | $202K | Buy |
12,629
+156
| +1% | +$2.5K | 0.02% | 320 |
|
|
2015
Q4 | $242K | Sell |
12,473
-539
| -4% | -$10.5K | 0.04% | 286 |
|
|
2015
Q3 | $240K | Buy |
13,012
+2,287
| +21% | +$42.2K | 0.04% | 281 |
|
|
2015
Q2 | $227K | Buy |
+10,725
| New | +$227K | 0.03% | 296 |
|
|
2015
Q1 | – | Sell |
-13,695
| Closed | -$233K | – | 324 |
|
|
2014
Q4 | $233K | Buy |
+13,695
| New | +$233K | 0.04% | 222 |
|