Squar Milner Financial 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
Q2 | – | Sell |
-285
| Closed | -$2K | – | 703 |
|
|
2020
Q1 | $2K | Hold |
285
| – | – | ﹤0.01% | 687 |
|
|
2019
Q4 | $3K | Buy |
+285
| New | +$3K | ﹤0.01% | 713 |
|
|
2019
Q3 | – | Sell |
-285
| Closed | -$3K | – | 682 |
|
|
2019
Q2 | $3K | Hold |
285
| – | – | ﹤0.01% | 689 |
|
|
2019
Q1 | $3K | Hold |
285
| – | – | ﹤0.01% | 744 |
|
|
2018
Q4 | $4K | Hold |
285
| – | – | ﹤0.01% | 619 |
|
|
2018
Q3 | $4K | Hold |
285
| – | – | ﹤0.01% | 662 |
|
|
2018
Q2 | $4K | Buy |
+285
| New | +$4K | ﹤0.01% | 755 |
|