OWA
One Wealth Advisors’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+531
| New | +$219K | 0.03% | 269 |
|
|
2018
Q3 | – | Sell |
-1,401
| Closed | -$119K | – | 625 |
|
|
2018
Q2 | $119K | Hold |
1,401
| – | – | 0.1% | 174 |
|
|
2018
Q1 | $96K | Sell |
1,401
-129
| -8% | -$8.84K | 0.08% | 179 |
|
|
2017
Q4 | $109K | Buy |
+1,530
| New | +$109K | 0.09% | 187 |
|