Kelman-Lazarov Inc’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,794
| Closed | -$269K | – | 121 |
|
|
2017
Q4 | $269K | Sell |
3,794
-51
| -1% | -$3.62K | 0.14% | 100 |
|
|
2017
Q3 | $215K | Buy |
+3,845
| New | +$215K | 0.11% | 107 |
|
|
2017
Q1 | – | Sell |
-344
| Closed | -$19.9K | – | 247 |
|
|
2016
Q4 | $19.9K | Sell |
344
-1,306
| -79% | -$75.5K | 0.01% | 219 |
|
|
2016
Q3 | $88.4K | Hold |
1,650
| – | – | 0.05% | 149 |
|
|
2016
Q2 | $63.2K | Hold |
1,650
| – | – | 0.04% | 163 |
|
|
2016
Q1 | $55K | Buy |
+1,650
| New | +$55K | 0.03% | 178 |
|