Stratos Wealth Partners’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $260K | Buy |
+632
| New | +$260K | ﹤0.01% | 1200 |
|
2025
Q1 | – | Sell |
-608
| Closed | -$202K | – | 1503 |
|
2024
Q4 | $202K | Buy |
+608
| New | +$202K | ﹤0.01% | 1350 |
|
2019
Q2 | – | Sell |
-2,188
| Closed | -$328K | – | 998 |
|
2019
Q1 | $328K | Buy |
+2,188
| New | +$328K | 0.01% | 678 |
|