IHT Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,929
| Closed | -$129K | – | 642 |
|
|
2020
Q1 | $129K | Sell |
13,929
-1,666
| -11% | -$15.4K | 0.02% | 500 |
|
|
2019
Q4 | $196K | Buy |
15,595
+1,308
| +9% | +$16.4K | 0.02% | 572 |
|
|
2019
Q3 | $162K | Buy |
14,287
+358
| +3% | +$4.06K | 0.02% | 561 |
|
|
2019
Q2 | $165K | Hold |
13,929
| – | – | 0.02% | 507 |
|
|
2019
Q1 | $169K | Sell |
13,929
-951
| -6% | -$11.5K | 0.03% | 478 |
|
|
2018
Q4 | $184K | Buy |
+14,880
| New | +$184K | 0.04% | 433 |
|
|
2018
Q1 | – | Sell |
-77
| Closed | -$1K | – | 1769 |
|
|
2017
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 1634 |
|
|
2017
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 1365 |
|
|
2017
Q2 | $25 | Hold |
77
| – | – | 0.01% | 722 |
|
|
2017
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 1217 |
|
|
2016
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 1162 |
|