Tradition Wealth Management’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75
| Closed | -$10K | – | 1139 |
|
|
2023
Q4 | $10K | Hold |
75
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q3 | $11K | Hold |
75
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $13K | Hold |
75
| – | – | ﹤0.01% | 991 |
|
|
2023
Q1 | $20K | Hold |
75
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $21K | Hold |
75
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $22K | Hold |
75
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $19K | Hold |
75
| – | – | ﹤0.01% | 660 |
|
|
2022
Q1 | $22K | Hold |
75
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $23K | Hold |
75
| – | – | ﹤0.01% | 700 |
|
|
2021
Q3 | $22K | Buy |
75
+50
| +200% | +$14.7K | ﹤0.01% | 705 |
|
|
2021
Q2 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 994 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$7K | – | 1030 |
|
|
2020
Q4 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 813 |
|