MYCIO Wealth Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,808
| Closed | -$234K | – | 256 |
|
|
2017
Q2 | $234K | Buy |
13,808
+140
| +1% | +$2.37K | 0.03% | 204 |
|
|
2017
Q1 | $218K | Hold |
13,668
| – | – | 0.03% | 216 |
|
|
2016
Q4 | $214K | Buy |
+13,668
| New | +$214K | 0.03% | 196 |
|
|
2016
Q3 | – | Sell |
-60
| Closed | -$1K | – | 1031 |
|
|
2016
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1031 |
|
|
2015
Q4 | – | Sell |
-65
| Closed | -$1K | – | 829 |
|
|
2015
Q3 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 832 |
|