Trust Company of Vermont’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-455
| Closed | -$4K | – | 874 |
|
|
2020
Q1 | $4K | Buy |
455
+355
| +355% | +$3.12K | ﹤0.01% | 779 |
|
|
2019
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 909 |
|
|
2019
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 980 |
|
|
2018
Q2 | – | Sell |
-755
| Closed | -$13K | – | 1090 |
|
|
2018
Q1 | $13K | Hold |
755
| – | – | ﹤0.01% | 719 |
|
|
2017
Q4 | $14K | Sell |
755
-343
| -31% | -$6.36K | ﹤0.01% | 715 |
|
|
2017
Q3 | $19K | Hold |
1,098
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $19K | Hold |
1,098
| – | – | ﹤0.01% | 655 |
|
|
2017
Q1 | $18K | Buy |
+1,098
| New | +$18K | ﹤0.01% | 629 |
|
|
2016
Q1 | – | Sell |
-23
| Closed | – | – | 778 |
|
|
2015
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 821 |
|