JBF Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-52,500
| Closed | -$1.61M | – | 90 |
|
|
2024
Q1 | $1.61M | Hold |
52,500
| – | – | 0.26% | 38 |
|
|
2023
Q4 | $1.62M | Hold |
52,500
| – | – | 0.32% | 33 |
|
|
2023
Q3 | $1.29M | Hold |
52,500
| – | – | 0.29% | 24 |
|
|
2023
Q2 | $1.06M | Buy |
52,500
+50,000
| +2,000% | +$1.01M | 0.22% | 25 |
|
|
2023
Q1 | $52.7K | Buy |
+2,500
| New | +$52.7K | 0.01% | 71 |
|
|
2022
Q1 | – | Sell |
-4,500
| Closed | -$74K | – | 101 |
|
|
2021
Q4 | $74K | Hold |
4,500
| – | – | 0.01% | 85 |
|
|
2021
Q3 | $72K | Sell |
4,500
-500
| -10% | -$8K | 0.02% | 77 |
|
|
2021
Q2 | $77K | Hold |
5,000
| – | – | 0.02% | 66 |
|
|
2021
Q1 | $78K | Buy |
+5,000
| New | +$78K | 0.02% | 63 |
|
|
2020
Q4 | – | Sell |
-4,606
| Closed | -$52K | – | 130 |
|
|
2020
Q3 | $52K | Buy |
+4,606
| New | +$52K | 0.01% | 103 |
|