Proficio Capital Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,067
| Closed | -$13K | – | 1780 |
|
|
2018
Q4 | $13K | Sell |
1,067
-661
| -38% | -$8.05K | 0.01% | 672 |
|
|
2018
Q3 | $27K | Buy |
1,728
+561
| +48% | +$8.77K | 0.01% | 506 |
|
|
2018
Q2 | $18K | Sell |
1,167
-365
| -24% | -$5.63K | 0.01% | 641 |
|
|
2018
Q1 | $27K | Buy |
1,532
+487
| +47% | +$8.58K | 0.01% | 504 |
|
|
2017
Q4 | $19K | Buy |
1,045
+132
| +14% | +$2.4K | 0.01% | 608 |
|
|
2017
Q3 | $16K | Buy |
913
+7
| +0.8% | +$123 | 0.01% | 651 |
|
|
2017
Q2 | $16K | Buy |
906
+10
| +1% | +$177 | 0.01% | 668 |
|
|
2017
Q1 | $15K | Buy |
896
+333
| +59% | +$5.58K | 0.01% | 706 |
|
|
2016
Q4 | $9K | Buy |
563
+476
| +547% | +$7.61K | ﹤0.01% | 633 |
|
|
2016
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 955 |
|