Icon Wealth Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,340
| Closed | -$125K | – | 732 |
|
|
2019
Q1 | $125K | Buy |
+10,340
| New | +$125K | 0.05% | 200 |
|
|
2018
Q4 | – | Sell |
-9,630
| Closed | -$151K | – | 252 |
|
|
2018
Q3 | $151K | Sell |
9,630
-378
| -4% | -$5.93K | 0.06% | 207 |
|
|
2018
Q2 | $154K | Buy |
10,008
+71
| +0.7% | +$1.09K | 0.06% | 186 |
|
|
2018
Q1 | $175K | Buy |
9,937
+325
| +3% | +$5.72K | 0.09% | 178 |
|
|
2017
Q4 | $177K | Buy |
+9,612
| New | +$177K | 0.09% | 189 |
|