Ropes Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$12K | – | 561 |
|
|
2019
Q3 | $12K | Hold |
1,100
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $13K | Hold |
1,100
| – | – | ﹤0.01% | 463 |
|
|
2019
Q1 | $13K | Hold |
1,100
| – | – | ﹤0.01% | 434 |
|
|
2018
Q4 | $14K | Hold |
1,100
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $17K | Hold |
1,100
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $17K | Hold |
1,100
| – | – | ﹤0.01% | 432 |
|
|
2018
Q1 | $19K | Hold |
1,100
| – | – | 0.01% | 410 |
|
|
2017
Q4 | $20K | Hold |
1,100
| – | – | 0.01% | 445 |
|
|
2017
Q3 | $19K | Hold |
1,100
| – | – | 0.01% | 417 |
|
|
2017
Q2 | $19K | Hold |
1,100
| – | – | 0.01% | 402 |
|
|
2017
Q1 | $18K | Hold |
1,100
| – | – | 0.01% | 411 |
|
|
2016
Q4 | $17K | Hold |
1,100
| – | – | 0.01% | 417 |
|
|
2016
Q3 | $15K | Hold |
1,100
| – | – | 0.01% | 391 |
|
|
2016
Q2 | $14K | Hold |
1,100
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $18K | Hold |
1,100
| – | – | 0.01% | 295 |
|
|
2015
Q4 | $21K | Hold |
1,100
| – | – | 0.01% | 306 |
|
|
2015
Q3 | $20K | Buy |
+1,100
| New | +$20K | 0.01% | 315 |
|