Granahan Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,241
| Closed | -$176K | – | 239 |
|
|
2017
Q3 | $176K | Sell |
10,241
-4,375
| -30% | -$75.2K | 0.01% | 220 |
|
|
2017
Q2 | $248K | Buy |
14,616
+840
| +6% | +$14.3K | 0.02% | 212 |
|
|
2017
Q1 | $220K | Buy |
13,776
+1,435
| +12% | +$22.9K | 0.02% | 208 |
|
|
2016
Q4 | $193K | Buy |
12,341
+1,580
| +15% | +$24.7K | 0.01% | 228 |
|
|
2016
Q3 | $147K | Buy |
+10,761
| New | +$147K | ﹤0.01% | 232 |
|