Rise Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-141
| Closed | -$19.7K | – | 1285 |
|
|
2023
Q4 | $19.7K | Buy |
141
+1
| +0.7% | +$139 | 0.01% | 253 |
|
|
2023
Q3 | $20.4K | Hold |
140
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $24.5K | Buy |
140
+1
| +0.7% | +$175 | 0.02% | 214 |
|
|
2023
Q1 | $37.8K | Hold |
139
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $38K | Hold |
139
| – | – | 0.03% | 176 |
|
|
2022
Q3 | $41K | Buy |
139
+1
| +0.7% | +$295 | 0.03% | 171 |
|
|
2022
Q2 | $34K | Hold |
138
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $40K | Hold |
138
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $42.2K | Buy |
+138
| New | +$42.2K | 0.04% | 165 |
|