Partnervest Advisory Services’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-107
| Closed | -$2K | – | 995 |
|
|
2014
Q2 | $2K | Sell |
107
-80
| -43% | -$1.5K | ﹤0.01% | 985 |
|
|
2014
Q1 | $4K | Hold |
187
| – | – | ﹤0.01% | 884 |
|
|
2013
Q4 | $4K | Sell |
187
-114
| -38% | -$2.44K | ﹤0.01% | 855 |
|
|
2013
Q3 | $6K | Buy |
301
+194
| +181% | +$3.87K | ﹤0.01% | 780 |
|
|
2013
Q2 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 897 |
|