Ridgewood Investments’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,640
| Closed | -$159K | – | 193 |
|
|
2019
Q4 | $159K | Buy |
12,640
+43
| +0.3% | +$541 | 0.11% | 180 |
|
|
2019
Q3 | $142K | Buy |
12,597
+425
| +3% | +$4.79K | 0.11% | 168 |
|
|
2019
Q2 | $144K | Buy |
12,172
+233
| +2% | +$2.76K | 0.11% | 169 |
|
|
2019
Q1 | $145K | Buy |
+11,939
| New | +$145K | 0.12% | 170 |
|