IFP Advisors’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
400
-130
| -25% | -$66.7K | 0.01% | 1261 |
|
|
2025
Q1 | $164K | Buy |
530
+514
| +3,213% | +$160K | 0.01% | 1263 |
|
|
2024
Q4 | $5.31K | Sell |
16
-59
| -79% | -$19.6K | ﹤0.01% | 2771 |
|
|
2024
Q3 | $16.6K | Hold |
75
| – | – | ﹤0.01% | 2218 |
|
|
2024
Q2 | $10.9K | Buy |
+75
| New | +$10.9K | ﹤0.01% | 2314 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1 | – | 3578 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$2K | – | 3351 |
|
|
2022
Q4 | $2K | Buy |
8
+3
| +60% | +$750 | ﹤0.01% | 4231 |
|
|
2022
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 4272 |
|
|
2022
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 4034 |
|
|
2022
Q1 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 4034 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4550 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4343 |
|
|
2021
Q1 | – | Sell |
-188
| Closed | -$52K | – | 4222 |
|
|
2020
Q4 | $52K | Buy |
+188
| New | +$52K | ﹤0.01% | 1424 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3879 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$3K | – | 3703 |
|
|
2020
Q1 | $3K | Sell |
20
-317
| -94% | -$47.6K | ﹤0.01% | 2244 |
|
|
2019
Q4 | $63K | Sell |
337
-19
| -5% | -$3.55K | ﹤0.01% | 1170 |
|
|
2019
Q3 | $43K | Buy |
+356
| New | +$43K | ﹤0.01% | 1439 |
|
|
2019
Q1 | – | Sell |
-11,129
| Closed | -$1.1M | – | 3365 |
|
|
2018
Q4 | $1.1M | Sell |
11,129
-573
| -5% | -$56.7K | 0.07% | 324 |
|
|
2018
Q3 | $1.16M | Buy |
11,702
+340
| +3% | +$33.6K | 0.05% | 393 |
|
|
2018
Q2 | $963K | Buy |
11,362
+10,862
| +2,172% | +$921K | 0.04% | 423 |
|
|
2018
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 2006 |
|
|
2017
Q4 | $36K | Hold |
500
| – | – | ﹤0.01% | 2001 |
|
|
2017
Q3 | $28K | Sell |
500
-500
| -50% | -$28K | ﹤0.01% | 2365 |
|
|
2017
Q2 | $52K | Sell |
1,000
-100
| -9% | -$5.2K | ﹤0.01% | 1930 |
|
|
2017
Q1 | $55K | Buy |
1,100
+500
| +83% | +$25K | ﹤0.01% | 1853 |
|
|
2016
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 2074 |
|
|
2016
Q3 | $32K | Sell |
600
-1,205
| -67% | -$64.3K | ﹤0.01% | 2093 |
|
|
2016
Q2 | $70K | Buy |
+1,805
| New | +$70K | ﹤0.01% | 1550 |
|
|
2016
Q1 | – | Sell |
-1,205
| Closed | -$38K | – | 3402 |
|
|
2015
Q4 | $38K | Buy |
+1,205
| New | +$38K | ﹤0.01% | 1773 |
|