Private Wealth Management Group’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Hold |
75
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $23.3K | Hold |
75
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $24.9K | Hold |
75
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $16.6K | Hold |
75
| – | – | 0.01% | 330 |
|
|
2024
Q2 | $10.9K | Buy |
75
+14
| +23% | +$2.04K | ﹤0.01% | 420 |
|
|
2024
Q1 | $7.07K | Buy |
61
+10
| +20% | +$1.16K | ﹤0.01% | 512 |
|
|
2023
Q4 | $7.12K | Buy |
+51
| New | +$7.12K | ﹤0.01% | 496 |
|