HM Payson & Co’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-505
| Closed | -$10.8K | – | 1057 |
|
|
2023
Q1 | $10.8K | Hold |
505
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $9.43K | Hold |
505
| – | – | ﹤0.01% | 748 |
|
|
2022
Q3 | $7K | Hold |
505
| – | – | ﹤0.01% | 826 |
|
|
2022
Q2 | $8K | Hold |
505
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $10K | Hold |
505
| – | – | ﹤0.01% | 843 |
|
|
2021
Q4 | $9K | Sell |
505
-224
| -31% | -$3.99K | ﹤0.01% | 887 |
|
|
2021
Q3 | $12K | Hold |
729
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $11K | Hold |
729
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $11K | Hold |
729
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $10K | Buy |
729
+505
| +225% | +$6.93K | ﹤0.01% | 867 |
|
|
2020
Q3 | $2K | Buy |
+224
| New | +$2K | ﹤0.01% | 958 |
|