Glassman Wealth Services’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$4.75K | – | 1725 |
|
|
2023
Q4 | $4.75K | Buy |
34
+16
| +89% | +$2.23K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $2.62K | Buy |
18
+12
| +200% | +$1.74K | ﹤0.01% | 1249 |
|
|
2023
Q2 | $1.06K | Hold |
6
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q1 | $1.63K | Hold |
6
| – | – | ﹤0.01% | 1304 |
|
|
2022
Q4 | $1.64K | Hold |
6
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q3 | $2K | Buy |
6
+2
| +50% | +$667 | ﹤0.01% | 1273 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1552 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 1549 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1583 |
|