TWA
TCI Wealth Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-328
| Closed | -$4K | – | 1759 |
|
|
2019
Q4 | $4K | Buy |
+328
| New | +$4K | ﹤0.01% | 950 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$1K | – | 1650 |
|
|
2018
Q3 | $1K | Sell |
37
-570
| -94% | -$15.4K | ﹤0.01% | 1327 |
|
|
2018
Q2 | $9K | Buy |
+607
| New | +$9K | ﹤0.01% | 661 |
|