Krilogy Financial’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-83,821
| Closed | -$1.5M | – | 329 |
|
|
2021
Q4 | $1.5M | Sell |
83,821
-515
| -0.6% | -$9.2K | 0.15% | 94 |
|
|
2021
Q3 | $1.34M | Buy |
84,336
+1,444
| +2% | +$23K | 0.13% | 108 |
|
|
2021
Q2 | $1.27M | Buy |
82,892
+1,046
| +1% | +$16.1K | 0.13% | 113 |
|
|
2021
Q1 | $1.27M | Buy |
81,846
+4,816
| +6% | +$74.8K | 0.13% | 102 |
|
|
2020
Q4 | $1.09M | Buy |
77,030
+1,961
| +3% | +$27.7K | 0.13% | 107 |
|
|
2020
Q3 | $837K | Sell |
75,069
-34,592
| -32% | -$386K | 0.12% | 122 |
|
|
2020
Q2 | $1.27M | Buy |
+109,661
| New | +$1.27M | 0.19% | 75 |
|