UBS Group’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,643
| Closed | -$42K | – | 7438 |
|
2019
Q2 | $42K | Buy |
1,643
+203
| +14% | +$5.19K | ﹤0.01% | 5216 |
|
2019
Q1 | $36K | Buy |
1,440
+1,300
| +929% | +$32.5K | ﹤0.01% | 4977 |
|
2018
Q4 | $3K | Sell |
140
-1,100
| -89% | -$23.6K | ﹤0.01% | 6834 |
|
2018
Q3 | $33K | Hold |
1,240
| – | – | ﹤0.01% | 5576 |
|
2018
Q2 | $33K | Buy |
1,240
+945
| +320% | +$25.1K | ﹤0.01% | 5420 |
|
2018
Q1 | $8K | Sell |
295
-29
| -9% | -$786 | ﹤0.01% | 6153 |
|
2017
Q4 | $8K | Hold |
324
| – | – | ﹤0.01% | 6216 |
|
2017
Q3 | $8K | Sell |
324
-175
| -35% | -$4.32K | ﹤0.01% | 6115 |
|
2017
Q2 | $13K | Buy |
+499
| New | +$13K | ﹤0.01% | 5675 |
|
2017
Q1 | – | Sell |
-1,336
| Closed | -$32K | – | 6979 |
|
2016
Q4 | $32K | Sell |
1,336
-225
| -14% | -$5.39K | ﹤0.01% | 5262 |
|
2016
Q3 | $38K | Sell |
1,561
-1,100
| -41% | -$26.8K | ﹤0.01% | 4870 |
|
2016
Q2 | $65K | Sell |
2,661
-11
| -0.4% | -$269 | ﹤0.01% | 4482 |
|
2016
Q1 | $62K | Sell |
2,672
-941
| -26% | -$21.8K | ﹤0.01% | 4549 |
|
2015
Q4 | $80K | Sell |
3,613
-3,167
| -47% | -$70.1K | ﹤0.01% | 4389 |
|
2015
Q3 | $160K | Buy |
6,780
+5,122
| +309% | +$121K | ﹤0.01% | 3862 |
|
2015
Q2 | $42K | Buy |
+1,658
| New | +$42K | ﹤0.01% | 4897 |
|