Patriot Financial Group Insurance Agency’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,054
| Closed | -$33K | – | 1849 |
|
|
2022
Q2 | $33K | Sell |
2,054
-362
| -15% | -$5.82K | 0.01% | 871 |
|
|
2022
Q1 | $47K | Sell |
2,416
-11
| -0.5% | -$214 | 0.01% | 801 |
|
|
2021
Q4 | $43K | Hold |
2,427
| – | – | 0.01% | 939 |
|
|
2021
Q3 | $39K | Buy |
2,427
+352
| +17% | +$5.66K | 0.01% | 960 |
|
|
2021
Q2 | $32K | Sell |
2,075
-1
| -0% | -$15 | 0.01% | 1003 |
|
|
2021
Q1 | $32K | Sell |
2,076
-4
| -0.2% | -$62 | 0.01% | 934 |
|
|
2020
Q4 | $29K | Hold |
2,080
| – | – | 0.01% | 868 |
|
|
2020
Q3 | $23K | Hold |
2,080
| – | – | 0.01% | 756 |
|
|
2020
Q2 | $24K | Buy |
2,080
+612
| +42% | +$7.06K | 0.01% | 703 |
|
|
2020
Q1 | $14K | Buy |
1,468
+1,388
| +1,735% | +$13.2K | 0.01% | 762 |
|
|
2019
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q3 | $1K | Sell |
80
-3
| -4% | -$38 | ﹤0.01% | 1243 |
|
|
2019
Q2 | $1K | Sell |
83
-28
| -25% | -$337 | ﹤0.01% | 1346 |
|
|
2019
Q1 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 1179 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1261 |
|