JNBA Financial Advisors’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
Q4 | – | Sell |
-149
| Closed | -$3K | – | 575 |
|
|
2015
Q3 | $3K | Hold |
149
| – | – | ﹤0.01% | 455 |
|
|
2015
Q2 | $3K | Hold |
149
| – | – | ﹤0.01% | 462 |
|
|
2015
Q1 | $3K | Buy |
+149
| New | +$3K | ﹤0.01% | 467 |
|
|
2014
Q4 | – | Sell |
-149
| Closed | -$3K | – | 614 |
|
|
2014
Q3 | $3K | Buy |
+149
| New | +$3K | ﹤0.01% | 509 |
|