Reilly Financial Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-385
| Closed | -$5K | – | 892 |
|
|
2016
Q2 | $5K | Sell |
385
-433,405
| -100% | -$5.63M | ﹤0.01% | 610 |
|
|
2016
Q1 | $6.95M | Buy |
433,790
+17,600
| +4% | +$282K | 1.19% | 35 |
|
|
2015
Q4 | $8.06M | Buy |
+416,190
| New | +$8.06M | 1.42% | 26 |
|
|
2013
Q3 | – | Sell |
-593
| Closed | -$10K | – | 797 |
|
|
2013
Q2 | $10K | Buy |
+593
| New | +$10K | ﹤0.01% | 477 |
|