Next Financial Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23K | Buy |
1,296
+427
| +49% | +$7.58K | ﹤0.01% | 1830 |
|
|
2021
Q3 | $14K | Buy |
869
+472
| +119% | +$7.6K | ﹤0.01% | 1929 |
|
|
2021
Q2 | $6K | Sell |
397
-25
| -6% | -$378 | ﹤0.01% | 2166 |
|
|
2021
Q1 | $7K | Buy |
422
+43
| +11% | +$713 | ﹤0.01% | 2014 |
|
|
2020
Q4 | $5K | Hold |
379
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q3 | $4K | Buy |
+379
| New | +$4K | ﹤0.01% | 1932 |
|
|
2020
Q2 | – | Sell |
-218
| Closed | -$2K | – | 1827 |
|
|
2020
Q1 | $2K | Hold |
218
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q4 | $3K | Hold |
218
| – | – | ﹤0.01% | 2110 |
|
|
2019
Q3 | $3K | Sell |
218
-37
| -15% | -$509 | ﹤0.01% | 2048 |
|
|
2019
Q2 | $3K | Buy |
255
+84
| +49% | +$988 | ﹤0.01% | 2049 |
|
|
2019
Q1 | $2K | Buy |
171
+87
| +104% | +$1.02K | ﹤0.01% | 1497 |
|
|
2018
Q4 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 1892 |
|
|
2017
Q1 | – | Sell |
-402
| Closed | -$6K | – | 2280 |
|
|
2016
Q4 | $6K | Sell |
402
-82
| -17% | -$1.22K | ﹤0.01% | 1870 |
|
|
2016
Q3 | $7K | Buy |
484
+84
| +21% | +$1.22K | ﹤0.01% | 1819 |
|
|
2016
Q2 | $5K | Buy |
400
+219
| +121% | +$2.74K | ﹤0.01% | 1418 |
|
|
2016
Q1 | $2K | Buy |
181
+131
| +262% | +$1.45K | ﹤0.01% | 1566 |
|
|
2015
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 1950 |
|
|
2015
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1967 |
|