Meeder Asset 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
Q4 | – | Sell |
-307
| Closed | -$4K | – | 1934 |
|
|
2022
Q3 | $4K | Buy |
307
+225
| +274% | +$2.93K | ﹤0.01% | 1665 |
|
|
2022
Q2 | $1K | Sell |
82
-1,144
| -93% | -$14K | ﹤0.01% | 2085 |
|
|
2022
Q1 | $24K | Sell |
1,226
-147
| -11% | -$2.88K | ﹤0.01% | 1212 |
|
|
2021
Q4 | $25K | Sell |
1,373
-500
| -27% | -$9.1K | ﹤0.01% | 617 |
|
|
2021
Q3 | $30K | Buy |
1,873
+26
| +1% | +$416 | ﹤0.01% | 1280 |
|
|
2021
Q2 | $28K | Buy |
1,847
+403
| +28% | +$6.11K | ﹤0.01% | 1341 |
|
|
2021
Q1 | $22K | Buy |
1,444
+1,362
| +1,661% | +$20.8K | ﹤0.01% | 1379 |
|
|
2020
Q4 | $1K | Hold |
82
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q3 | $1K | Buy |
+82
| New | +$1K | ﹤0.01% | 2055 |
|