Shelton Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,509
| Closed | -$215K | – | 890 |
|
|
2017
Q1 | $215K | Hold |
13,509
| – | – | 0.01% | 762 |
|
|
2016
Q4 | $212K | Hold |
13,509
| – | – | 0.02% | 798 |
|
|
2016
Q3 | $184K | Buy |
+13,509
| New | +$184K | 0.02% | 751 |
|
|
2015
Q4 | – | Sell |
-11,792
| Closed | -$218K | – | 750 |
|
|
2015
Q3 | $218K | Hold |
11,792
| – | – | 0.02% | 663 |
|
|
2015
Q2 | $250K | Hold |
11,792
| – | – | 0.03% | 650 |
|
|
2015
Q1 | $221K | Hold |
11,792
| – | – | 0.02% | 724 |
|
|
2014
Q4 | $201K | Buy |
+11,792
| New | +$201K | 0.02% | 761 |
|