Shine Investment Advisory Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $21K | Sell |
1,854
-128
| -6% | -$1.45K | 0.01% | 445 |
|
|
2020
Q2 | $23K | Hold |
1,982
| – | – | 0.01% | 446 |
|
|
2020
Q1 | $18K | Hold |
1,982
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $25K | Hold |
1,982
| – | – | 0.01% | 450 |
|
|
2019
Q3 | $22K | Sell |
1,982
-1,517
| -43% | -$16.8K | 0.01% | 447 |
|
|
2019
Q2 | $41K | Hold |
3,499
| – | – | 0.02% | 336 |
|
|
2019
Q1 | $42K | Buy |
3,499
+137
| +4% | +$1.64K | 0.02% | 337 |
|
|
2018
Q4 | $42K | Hold |
3,362
| – | – | 0.02% | 309 |
|
|
2018
Q3 | $53K | Hold |
3,362
| – | – | 0.03% | 289 |
|
|
2018
Q2 | $52K | Hold |
3,362
| – | – | 0.03% | 305 |
|
|
2018
Q1 | $59K | Hold |
3,362
| – | – | 0.03% | 270 |
|
|
2017
Q4 | $62K | Sell |
3,362
-285
| -8% | -$5.26K | 0.03% | 259 |
|
|
2017
Q3 | $63K | Sell |
3,647
-1,343
| -27% | -$23.2K | 0.03% | 253 |
|
|
2017
Q2 | $85K | Buy |
+4,990
| New | +$85K | 0.04% | 174 |
|