Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,820
| Closed | -$501K | – | 203 |
|
|
2019
Q4 | $501K | Buy |
+39,820
| New | +$501K | 0.17% | 171 |
|
|
2019
Q2 | – | Sell |
-16,781
| Closed | -$203K | – | 438 |
|
|
2019
Q1 | $203K | Buy |
16,781
+476
| +3% | +$5.76K | 0.07% | 347 |
|
|
2018
Q4 | $202K | Buy |
+16,305
| New | +$202K | 0.08% | 352 |
|
|
2018
Q3 | – | Sell |
-23,377
| Closed | -$359K | – | 494 |
|
|
2018
Q2 | $359K | Sell |
23,377
-9,648
| -29% | -$148K | 0.18% | 214 |
|
|
2018
Q1 | $583K | Buy |
+33,025
| New | +$583K | 0.36% | 92 |
|
|
2017
Q2 | – | Sell |
-16,882
| Closed | -$269K | – | 406 |
|
|
2017
Q1 | $269K | Sell |
16,882
-9,158
| -35% | -$146K | 0.16% | 280 |
|
|
2016
Q4 | $409K | Buy |
+26,040
| New | +$409K | 0.26% | 139 |
|