Manchester Capital Management’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 | – | Sell |
-35
| Closed | -$1K | – | 1095 |
|
|
2021
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 985 |
|
|
2021
Q3 | $1K | Sell |
35
-66
| -65% | -$1.89K | ﹤0.01% | 1004 |
|
|
2021
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 717 |
|
|
2015
Q1 | – | Sell |
-7,483
| Closed | -$128K | – | 875 |
|
|
2014
Q4 | $128K | Buy |
+7,483
| New | +$128K | 0.02% | 483 |
|