LA
UBS icon

Legacy Advisors’s UBS Group UBS Stock Holding History

Legacy Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-54,660
Closed -$860K – 377
2018
Q3 		$860K Hold
54,660
– – 0.42% 67
2018
Q2 		$838K Hold
54,660
– – 0.63% 36
2018
Q1 		$954K Buy
+54,660
New +$954K 0.7% 33