Shine Investment Advisory Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $21K | Sell |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $22K | Sell |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $59K | Hold |
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|
2017
Q4 | $62K | Sell |
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|
2017
Q3 | $63K | Sell |
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|
2017
Q2 | $85K | Buy |
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