Jones Financial Companies’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Buy |
217
+26
| +14% | +$10.4K | ﹤0.01% | 1989 |
|
|
2025
Q1 | $59.4K | Buy |
191
+1
| +0.5% | +$311 | ﹤0.01% | 1990 |
|
|
2024
Q4 | $63.1K | Buy |
190
+17
| +10% | +$5.65K | ﹤0.01% | 1790 |
|
|
2024
Q3 | $38K | Buy |
173
+123
| +246% | +$27K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $7.32K | Buy |
+50
| New | +$7.32K | ﹤0.01% | 1852 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$3K | – | 868 |
|
|
2020
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 574 |
|