Shelton Capital Management’s UBS Group UBS Stock Holding History

Shelton Capital Management’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$205K	Buy
2017 Q2	–	Sell
2017 Q1	$215K	Hold
2016 Q4	$212K	Hold
2016 Q3	$184K	Buy
2015 Q4	–	Sell
2015 Q3	$218K	Hold
2015 Q2	$250K	Hold
2015 Q1	$221K	Hold
2014 Q4	$201K	Buy