Gideon Capital Advisors’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$501K Buy
2019
Q2
Sell
2019
Q1
$203K Buy
2018
Q4
$202K Buy
2018
Q3
Sell
2018
Q2
$359K Sell
2018
Q1
$583K Buy
2017
Q2
Sell
2017
Q1
$269K Sell
2016
Q4
$409K Buy