TD Ameritrade Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71
| Closed | -$1K | – | 457 |
|
|
2023
Q2 | $1K | Sell |
71
-141
| -67% | -$1.99K | ﹤0.01% | 528 |
|
|
2023
Q1 | $5K | Hold |
212
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $4K | Hold |
212
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $3K | Hold |
212
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $3K | Sell |
212
-7,916
| -97% | -$112K | ﹤0.01% | 519 |
|
|
2022
Q1 | $159K | Sell |
8,128
-7,388
| -48% | -$145K | ﹤0.01% | 251 |
|
|
2021
Q4 | $277K | Buy |
15,516
+15,317
| +7,697% | +$273K | ﹤0.01% | 222 |
|
|
2021
Q3 | $2K | Sell |
199
-13,181
| -99% | -$132K | ﹤0.01% | 593 |
|
|
2021
Q2 | $205K | Buy |
13,380
+3,557
| +36% | +$54.5K | ﹤0.01% | 235 |
|
|
2021
Q1 | $139K | Hold |
9,823
| – | – | ﹤0.01% | 244 |
|
|
2020
Q4 | $139K | Buy |
9,823
+9,624
| +4,836% | +$136K | ﹤0.01% | 244 |
|
|
2020
Q3 | $2K | Hold |
199
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $2K | Hold |
199
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $2K | Sell |
199
-116
| -37% | -$1.17K | ﹤0.01% | 564 |
|
|
2019
Q4 | $4K | Sell |
315
-4
| -1% | -$51 | ﹤0.01% | 539 |
|
|
2019
Q3 | $4K | Sell |
319
-253
| -44% | -$3.17K | ﹤0.01% | 558 |
|
|
2019
Q2 | $7K | Sell |
572
-44
| -7% | -$538 | ﹤0.01% | 462 |
|
|
2019
Q1 | $7K | Buy |
616
+113
| +22% | +$1.28K | ﹤0.01% | 410 |
|
|
2018
Q4 | $6K | Buy |
503
+426
| +553% | +$5.08K | ﹤0.01% | 437 |
|
|
2018
Q3 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 558 |
|