J.P. Morgan Private Wealth Advisors’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-659
| Closed | -$202K | – | 2076 |
|
|
2021
Q4 | $202K | Sell |
659
-35
| -5% | -$10.7K | ﹤0.01% | 1908 |
|
|
2021
Q3 | $207K | Hold |
694
| – | – | ﹤0.01% | 1843 |
|
|
2021
Q2 | $217K | Buy |
+694
| New | +$217K | ﹤0.01% | 1809 |
|
|
2020
Q1 | – | Sell |
-1,157
| Closed | -$219K | – | 1539 |
|
|
2019
Q4 | $219K | Buy |
+1,157
| New | +$219K | ﹤0.01% | 1361 |
|