SeaCrest Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,077
| Closed | -$13K | – | 1752 |
|
|
2019
Q1 | $13K | Buy |
1,077
+11
| +1% | +$133 | ﹤0.01% | 1454 |
|
|
2018
Q4 | $13K | Hold |
1,066
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q3 | $17K | Sell |
1,066
-200
| -16% | -$3.19K | ﹤0.01% | 1455 |
|
|
2018
Q2 | $19K | Buy |
1,266
+14
| +1% | +$210 | ﹤0.01% | 1387 |
|
|
2018
Q1 | $22K | Sell |
1,252
-13
| -1% | -$228 | ﹤0.01% | 1297 |
|
|
2017
Q4 | $23K | Buy |
+1,265
| New | +$23K | ﹤0.01% | 1295 |
|