Meritage Portfolio 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
Q2 | – | Sell |
-181,739
| Closed | -$2.82M | – | 319 |
|
|
2021
Q1 | $2.82M | Sell |
181,739
-15,834
| -8% | -$246K | 0.19% | 146 |
|
|
2020
Q4 | $2.79M | Sell |
197,573
-4,220
| -2% | -$59.6K | 0.21% | 140 |
|
|
2020
Q3 | $2.25M | Sell |
201,793
-20,345
| -9% | -$227K | 0.2% | 135 |
|
|
2020
Q2 | $2.56M | Sell |
222,138
-17,200
| -7% | -$198K | 0.25% | 122 |
|
|
2020
Q1 | $2.22M | Buy |
+239,338
| New | +$2.22M | 0.3% | 100 |
|