Institutional & Family Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-66
| Closed | -$1K | – | 887 |
|
|
2019
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 819 |
|
|
2019
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 810 |
|
|
2018
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 791 |
|
|
2018
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 817 |
|
|
2018
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 815 |
|
|
2018
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 813 |
|