Liberty Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-383
| Closed | -$6K | – | 1036 |
|
|
2021
Q3 | $6K | Buy |
383
+180
| +89% | +$2.82K | ﹤0.01% | 928 |
|
|
2021
Q2 | $3K | Buy |
203
+1
| +0.5% | +$15 | ﹤0.01% | 882 |
|
|
2021
Q1 | $2K | Hold |
202
| – | – | ﹤0.01% | 837 |
|
|
2020
Q4 | $2K | Buy |
202
+65
| +47% | +$644 | ﹤0.01% | 834 |
|
|
2020
Q3 | $2K | Hold |
137
| – | – | ﹤0.01% | 781 |
|
|
2020
Q2 | $1K | Hold |
137
| – | – | ﹤0.01% | 824 |
|
|
2020
Q1 | $1K | Hold |
137
| – | – | ﹤0.01% | 847 |
|
|
2019
Q4 | $2K | Buy |
+137
| New | +$2K | ﹤0.01% | 786 |
|