Lenox Wealth Advisors’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 | $1K | Hold |
62
| – | – | ﹤0.01% | 734 |
|
|
2021
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 680 |
|
|
2021
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 601 |
|
|
2020
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $1K | Sell |
62
-446
| -88% | -$7.19K | ﹤0.01% | 568 |
|
|
2020
Q1 | $5K | Buy |
+508
| New | +$5K | ﹤0.01% | 431 |
|
|
2019
Q2 | – | Sell |
-194
| Closed | -$2K | – | 576 |
|
|
2019
Q1 | $2K | Buy |
+194
| New | +$2K | ﹤0.01% | 547 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$2K | – | 394 |
|
|
2018
Q3 | $2K | Sell |
133
-1,261
| -90% | -$19K | ﹤0.01% | 375 |
|
|
2018
Q2 | $21K | Sell |
1,394
-975
| -41% | -$14.7K | ﹤0.01% | 251 |
|
|
2018
Q1 | $42K | Buy |
2,369
+2,198
| +1,285% | +$39K | 0.01% | 184 |
|
|
2017
Q4 | $3K | Sell |
171
-501
| -75% | -$8.79K | ﹤0.01% | 300 |
|
|
2017
Q3 | $12K | Buy |
+672
| New | +$12K | ﹤0.01% | 71 |
|
|
2016
Q3 | – | Sell |
-592
| Closed | -$8K | – | 221 |
|
|
2016
Q2 | $8K | Buy |
+592
| New | +$8K | ﹤0.01% | 172 |
|
|
2016
Q1 | – | Sell |
-114
| Closed | -$2K | – | 408 |
|
|
2015
Q4 | $2K | Sell |
114
-320
| -74% | -$5.61K | ﹤0.01% | 340 |
|
|
2015
Q3 | $8K | Buy |
+434
| New | +$8K | ﹤0.01% | 210 |
|