Kore Private Wealth’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,811
| Closed | -$166K | – | 470 |
|
|
2021
Q2 | $166K | Buy |
+10,811
| New | +$166K | 0.02% | 399 |
|
|
2020
Q3 | – | Sell |
-4,133
| Closed | -$47K | – | 1028 |
|
|
2020
Q2 | $47K | Hold |
4,133
| – | – | 0.01% | 470 |
|
|
2020
Q1 | $38K | Hold |
4,133
| – | – | 0.01% | 472 |
|
|
2019
Q4 | $52K | Sell |
4,133
-8,451
| -67% | -$106K | 0.01% | 475 |
|
|
2019
Q3 | $140K | Hold |
12,584
| – | – | 0.03% | 222 |
|
|
2019
Q2 | $149K | Hold |
12,584
| – | – | 0.03% | 222 |
|
|
2019
Q1 | $152K | Hold |
12,584
| – | – | 0.03% | 240 |
|
|
2018
Q4 | $156K | Buy |
+12,584
| New | +$156K | 0.04% | 230 |
|