Seven Eight Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-33,293
| Closed | -$1.03M | – | 612 |
|
2024
Q3 | $1.03M | Buy |
33,293
+2,156
| +7% | +$66.6K | 0.09% | 382 |
|
2024
Q2 | $920K | Sell |
31,137
-17,529
| -36% | -$518K | 0.1% | 385 |
|
2024
Q1 | $1.5M | Sell |
48,666
-515
| -1% | -$15.8K | 0.16% | 204 |
|
2023
Q4 | $1.52M | Buy |
+49,181
| New | +$1.52M | 0.18% | 174 |
|
2019
Q3 | – | Sell |
-78,353
| Closed | -$928K | – | 732 |
|
2019
Q2 | $928K | Buy |
+78,353
| New | +$928K | 0.05% | 416 |
|
2018
Q2 | – | Sell |
-230,258
| Closed | -$4.07M | – | 593 |
|
2018
Q1 | $4.07M | Buy |
+230,258
| New | +$4.07M | 0.33% | 122 |
|
2017
Q1 | – | Sell |
-5,058
| Closed | -$79K | – | 687 |
|
2016
Q4 | $79K | Buy |
+5,058
| New | +$79K | 0.02% | 475 |
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$26K | – | 668 |
|
2015
Q1 | $26K | Buy |
+1,400
| New | +$26K | 0.04% | 339 |
|