MSI Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $17K | Buy |
1,101
+218
| +25% | +$3.37K | ﹤0.01% | 2510 |
|
2016
Q3 | $12K | Buy |
883
+12
| +1% | +$163 | ﹤0.01% | 2703 |
|
2016
Q2 | $11K | Sell |
871
-331
| -28% | -$4.18K | ﹤0.01% | 2734 |
|
2016
Q1 | $19K | Buy |
1,202
+388
| +48% | +$6.13K | ﹤0.01% | 2349 |
|
2015
Q4 | $16K | Buy |
814
+569
| +232% | +$11.2K | ﹤0.01% | 2450 |
|
2015
Q3 | $5K | Buy |
+245
| New | +$5K | ﹤0.01% | 2425 |
|
2015
Q2 | – | Sell |
-708
| Closed | -$13K | – | 3256 |
|
2015
Q1 | $13K | Sell |
708
-717
| -50% | -$13.2K | ﹤0.01% | 2030 |
|
2014
Q4 | $24K | Buy |
+1,425
| New | +$24K | ﹤0.01% | 1445 |
|