Regal Investment Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-31,664
| Closed | -$2.25M | – | 324 |
|
|
2017
Q4 | $2.25M | Sell |
31,664
-6,878
| -18% | -$489K | 0.5% | 64 |
|
|
2017
Q3 | $2.16M | Sell |
38,542
-5,279
| -12% | -$296K | 0.5% | 63 |
|
|
2017
Q2 | $2.28M | Sell |
43,821
-5,286
| -11% | -$275K | 0.56% | 63 |
|
|
2017
Q1 | $2.47M | Buy |
+49,107
| New | +$2.47M | 0.64% | 54 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$7K | – | 1043 |
|
|
2014
Q4 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 699 |
|