Gupta Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $120K | Buy |
7,494
+5,466
| +270% | +$87.5K | 0.03% | 303 |
|
|
2015
Q4 | $39K | Buy |
2,028
+1,716
| +550% | +$33K | 0.01% | 478 |
|
|
2015
Q3 | $6K | Buy |
312
+124
| +66% | +$2.39K | ﹤0.01% | 1030 |
|
|
2015
Q2 | $4K | Sell |
188
-841
| -82% | -$17.9K | ﹤0.01% | 1050 |
|
|
2015
Q1 | $19K | Buy |
+1,029
| New | +$19K | 0.01% | 619 |
|