MA
Montag & Associates’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-190,429
| Closed | -$6.04M | – | 244 |
|
|
2015
Q4 | $6.04M | Buy |
190,429
+1,723
| +0.9% | +$54.6K | 0.88% | 30 |
|
|
2015
Q3 | $6.4M | Buy |
188,706
+43,240
| +30% | +$1.47M | 1% | 24 |
|
|
2015
Q2 | $4.64M | Buy |
+145,466
| New | +$4.64M | 0.68% | 50 |
|