Lourd Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,959
| Closed | -$172K | – | 340 |
|
|
2018
Q3 | $172K | Buy |
+10,959
| New | +$172K | 0.01% | 323 |
|
|
2018
Q2 | – | Sell |
-12,870
| Closed | -$227K | – | 121 |
|
|
2018
Q1 | $227K | Buy |
12,870
+387
| +3% | +$6.83K | 0.03% | 115 |
|
|
2017
Q4 | $230K | Buy |
+12,483
| New | +$230K | 0.02% | 305 |
|