GC Wealth Management RIA’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
1,250
-264
| -17% | -$109K | 0.04% | 321 |
|
|
2025
Q1 | $470K | Buy |
1,514
+14
| +0.9% | +$4.34K | 0.09% | 189 |
|
|
2024
Q4 | $498K | Sell |
1,500
-500
| -25% | -$166K | 0.09% | 173 |
|
|
2024
Q3 | $443K | Sell |
2,000
-975
| -33% | -$216K | 0.08% | 205 |
|
|
2024
Q2 | $433K | Sell |
2,975
-100
| -3% | -$14.6K | 0.09% | 189 |
|
|
2024
Q1 | $356K | Buy |
+3,075
| New | +$356K | 0.07% | 197 |
|