UBS Group’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
41,096
+4,364
| +12% | +$26.7K | ﹤0.01% | 5336 |
|
|
2025
Q1 | $229K | Buy |
36,732
+4,651
| +14% | +$29K | ﹤0.01% | 5219 |
|
|
2024
Q4 | $230K | Buy |
32,081
+30,043
| +1,474% | +$216K | ﹤0.01% | 5175 |
|
|
2024
Q3 | $11.2K | Sell |
2,038
-3,560
| -64% | -$19.5K | ﹤0.01% | 6486 |
|
|
2024
Q2 | $25.1K | Sell |
5,598
-4,226
| -43% | -$19K | ﹤0.01% | 6003 |
|
|
2024
Q1 | $45.4K | Sell |
9,824
-514
| -5% | -$2.38K | ﹤0.01% | 5388 |
|
|
2023
Q4 | $50.2K | Buy |
10,338
+4,449
| +76% | +$21.6K | ﹤0.01% | 5332 |
|
|
2023
Q3 | $27.9K | Sell |
5,889
-3,598
| -38% | -$17.1K | ﹤0.01% | 5490 |
|
|
2023
Q2 | $69.8K | Buy |
9,487
+7,487
| +374% | +$55.1K | ﹤0.01% | 5218 |
|
|
2023
Q1 | $13K | Sell |
2,000
-870
| -30% | -$5.66K | ﹤0.01% | 6328 |
|
|
2022
Q4 | $15.1K | Sell |
2,870
-3,543
| -55% | -$18.6K | ﹤0.01% | 6828 |
|
|
2022
Q3 | $32K | Buy |
6,413
+1,413
| +28% | +$7.05K | ﹤0.01% | 5709 |
|
|
2022
Q2 | $36K | Sell |
5,000
-2,629
| -34% | -$18.9K | ﹤0.01% | 5168 |
|
|
2022
Q1 | $35K | Buy |
7,629
+354
| +5% | +$1.62K | ﹤0.01% | 5813 |
|
|
2021
Q4 | $29K | Sell |
7,275
-185
| -2% | -$737 | ﹤0.01% | 6310 |
|
|
2021
Q3 | $31K | Sell |
7,460
-2,545
| -25% | -$10.6K | ﹤0.01% | 5592 |
|
|
2021
Q2 | $48K | Buy |
10,005
+1,736
| +21% | +$8.33K | ﹤0.01% | 5407 |
|
|
2021
Q1 | $41K | Buy |
8,269
+2,166
| +35% | +$10.7K | ﹤0.01% | 5730 |
|
|
2020
Q4 | $32K | Sell |
6,103
-2,018
| -25% | -$10.6K | ﹤0.01% | 5567 |
|
|
2020
Q3 | $34K | Buy |
8,121
+672
| +9% | +$2.81K | ﹤0.01% | 5049 |
|
|
2020
Q2 | $46K | Sell |
7,449
-14,501
| -66% | -$89.5K | ﹤0.01% | 5078 |
|
|
2020
Q1 | $55K | Sell |
21,950
-20,289
| -48% | -$50.8K | ﹤0.01% | 4880 |
|
|
2019
Q4 | $57K | Buy |
+42,239
| New | +$57K | ﹤0.01% | 5232 |
|