UBS AM’s West Corporation WSTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-35,152
| Closed | -$825K | – | 2648 |
|
2017
Q3 | $825K | Buy |
35,152
+22,614
| +180% | +$531K | ﹤0.01% | 1789 |
|
2017
Q2 | $292K | Buy |
12,538
+2,191
| +21% | +$51.1K | ﹤0.01% | 2046 |
|
2017
Q1 | $253K | Hold |
10,347
| – | – | ﹤0.01% | 2080 |
|
2016
Q4 | $256K | Sell |
10,347
-20,168
| -66% | -$499K | ﹤0.01% | 2000 |
|
2016
Q3 | $673K | Hold |
30,515
| – | – | ﹤0.01% | 1838 |
|
2016
Q2 | $600K | Buy |
30,515
+1,041
| +4% | +$20.5K | ﹤0.01% | 1867 |
|
2016
Q1 | $672K | Sell |
29,474
-2,300
| -7% | -$52.4K | ﹤0.01% | 1793 |
|
2015
Q4 | $686K | Buy |
31,774
+15,836
| +99% | +$342K | ﹤0.01% | 1890 |
|
2015
Q3 | $357K | Hold |
15,938
| – | – | ﹤0.01% | 2196 |
|
2015
Q2 | $480K | Buy |
15,938
+3,900
| +32% | +$117K | ﹤0.01% | 2089 |
|
2015
Q1 | $406K | Buy |
12,038
+2,738
| +29% | +$92.3K | ﹤0.01% | 2097 |
|
2014
Q4 | $307K | Hold |
9,300
| – | – | ﹤0.01% | 2219 |
|
2014
Q3 | $274K | Hold |
9,300
| – | – | ﹤0.01% | 2204 |
|
2014
Q2 | $249K | Buy |
+9,300
| New | +$249K | ﹤0.01% | 2291 |
|
2014
Q1 | – | Sell |
-8,100
| Closed | -$208K | – | 2605 |
|
2013
Q4 | $208K | Buy |
+8,100
| New | +$208K | ﹤0.01% | 2357 |
|