Ladenburg Thalmann Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $424K | Buy |
33,575
+1,900
| +6% | +$24K | ﹤0.01% | 1949 |
|
2019
Q3 | $358K | Sell |
31,675
-447
| -1% | -$5.05K | ﹤0.01% | 2025 |
|
2019
Q2 | $382K | Buy |
32,122
+3,656
| +13% | +$43.5K | ﹤0.01% | 1959 |
|
2019
Q1 | $339K | Buy |
28,466
+1,122
| +4% | +$13.4K | ﹤0.01% | 1983 |
|
2018
Q4 | $340K | Buy |
27,344
+9,536
| +54% | +$119K | ﹤0.01% | 1820 |
|
2018
Q3 | $280K | Sell |
17,808
-5,632
| -24% | -$88.6K | ﹤0.01% | 2041 |
|
2018
Q2 | $414K | Hold |
23,440
| – | – | ﹤0.01% | 1688 |
|
2018
Q1 | $414K | Buy |
23,440
+3,631
| +18% | +$64.1K | ﹤0.01% | 1688 |
|
2017
Q4 | $364K | Buy |
19,809
+1,466
| +8% | +$26.9K | ﹤0.01% | 1767 |
|
2017
Q3 | $313K | Sell |
18,343
-483
| -3% | -$8.24K | ﹤0.01% | 1766 |
|
2017
Q2 | $320K | Sell |
18,826
-542
| -3% | -$9.21K | ﹤0.01% | 1695 |
|
2017
Q1 | $309K | Buy |
19,368
+586
| +3% | +$9.35K | ﹤0.01% | 1619 |
|
2016
Q4 | $292K | Buy |
18,782
+486
| +3% | +$7.56K | ﹤0.01% | 1576 |
|
2016
Q3 | $251K | Buy |
18,296
+2,656
| +17% | +$36.4K | ﹤0.01% | 1601 |
|
2016
Q2 | $202K | Buy |
15,640
+2,528
| +19% | +$32.7K | ﹤0.01% | 1679 |
|
2016
Q1 | $208K | Sell |
13,112
-883
| -6% | -$14K | ﹤0.01% | 1582 |
|
2015
Q4 | $270K | Sell |
13,995
-11
| -0.1% | -$212 | 0.01% | 1375 |
|
2015
Q3 | $261K | Buy |
14,006
+396
| +3% | +$7.38K | 0.01% | 1307 |
|
2015
Q2 | $287K | Sell |
13,610
-224
| -2% | -$4.72K | 0.01% | 1360 |
|
2015
Q1 | $264K | Buy |
13,834
+2,052
| +17% | +$39.2K | 0.01% | 1390 |
|
2014
Q4 | $203K | Buy |
+11,782
| New | +$203K | ﹤0.01% | 1423 |
|