Stonebridge Capital Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-900
| Closed | -$14K | – | 1115 |
|
|
2021
Q2 | $14K | Buy |
900
+450
| +100% | +$7K | ﹤0.01% | 689 |
|
|
2021
Q1 | $7K | Buy |
+450
| New | +$7K | ﹤0.01% | 695 |
|
|
2020
Q3 | – | Sell |
-450
| Closed | -$5K | – | 677 |
|
|
2020
Q2 | $5K | Hold |
450
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 631 |
|