Investors Capital Advisory Services’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-23,000
| Closed | -$380K | – | 776 |
|
|
2014
Q4 | $380K | Sell |
23,000
-440
| -2% | -$7.27K | 0.07% | 370 |
|
|
2014
Q3 | $407K | Hold |
23,440
| – | – | 0.08% | 353 |
|
|
2014
Q2 | $429K | Hold |
23,440
| – | – | 0.07% | 382 |
|
|
2014
Q1 | $485K | Hold |
23,440
| – | – | 0.1% | 288 |
|
|
2013
Q4 | $451K | Hold |
23,440
| – | – | 0.11% | 283 |
|
|
2013
Q3 | $480K | Buy |
+23,440
| New | +$480K | 0.12% | 248 |
|