Koshinski Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,775
| Closed | -$54.2K | – | 1879 |
|
|
2022
Q1 | $54.2K | Sell |
2,775
-1,025
| -27% | -$20K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $67.9K | Sell |
3,800
-8
| -0.2% | -$143 | 0.01% | 1002 |
|
|
2021
Q3 | $60.7K | Buy |
+3,808
| New | +$60.7K | 0.01% | 1034 |
|
|
2019
Q1 | – | Sell |
-19,501
| Closed | -$386K | – | 461 |
|
|
2018
Q4 | $386K | Buy |
+19,501
| New | +$386K | 0.09% | 261 |
|