Global Retirement Partners’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19K | Buy |
+15
| New | +$6.19K | ﹤0.01% | 2812 |
|
|
2024
Q4 | $3.32K | Hold |
10
| – | – | ﹤0.01% | 2877 |
|
|
2024
Q3 | $2.22K | Sell |
10
-2
| -17% | -$443 | ﹤0.01% | 2901 |
|
|
2024
Q2 | $1.75K | Buy |
12
+2
| +20% | +$291 | ﹤0.01% | 3010 |
|
|
2024
Q1 | $1.16K | Hold |
10
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q4 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 2831 |
|
|
2023
Q3 | $1.34K | Hold |
10
| – | – | ﹤0.01% | 2681 |
|
|
2023
Q2 | $1.76K | Hold |
10
| – | – | ﹤0.01% | 2592 |
|
|
2023
Q1 | $2.29K | Buy |
+10
| New | +$2.29K | ﹤0.01% | 2456 |
|
|
2019
Q4 | – | Sell |
-144
| Closed | -$17K | – | 1702 |
|
|
2019
Q3 | $17K | Buy |
144
+1
| +0.7% | +$118 | ﹤0.01% | 971 |
|
|
2019
Q2 | $19K | Sell |
143
-12
| -8% | -$1.59K | ﹤0.01% | 923 |
|
|
2019
Q1 | $23K | Hold |
155
| – | – | 0.01% | 781 |
|
|
2018
Q4 | $15K | Hold |
155
| – | – | ﹤0.01% | 854 |
|
|
2018
Q3 | $15K | Sell |
155
-135
| -47% | -$13.1K | ﹤0.01% | 926 |
|
|
2018
Q2 | $25K | Hold |
290
| – | – | 0.01% | 731 |
|
|
2018
Q1 | $20K | Buy |
+290
| New | +$20K | 0.01% | 766 |
|