UIA
UBP Investment Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,343
| Closed | -$590K | – | 110 |
|
|
2022
Q1 | $590K | Buy |
10,343
+4,060
| +65% | +$232K | 0.22% | 65 |
|
|
2021
Q4 | $550K | Buy |
6,283
+70
| +1% | +$6.13K | 0.2% | 70 |
|
|
2021
Q3 | $500K | Sell |
6,213
-2,296
| -27% | -$185K | 0.19% | 68 |
|
|
2021
Q2 | $610K | Buy |
+8,509
| New | +$610K | 0.23% | 83 |
|