UBS Group’s NewStar Financial, Inc. NEWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,828
| Closed | -$45K | – | 7318 |
|
|
2017
Q3 | $45K | Buy |
3,828
+1,407
| +58% | +$16.5K | ﹤0.01% | 4986 |
|
|
2017
Q2 | $26K | Buy |
2,421
+651
| +37% | +$6.99K | ﹤0.01% | 5191 |
|
|
2017
Q1 | $19K | Sell |
1,770
-4,624
| -72% | -$49.6K | ﹤0.01% | 5277 |
|
|
2016
Q4 | $59K | Buy |
6,394
+2,372
| +59% | +$21.9K | ﹤0.01% | 4794 |
|
|
2016
Q3 | $39K | Buy |
4,022
+3,022
| +302% | +$29.3K | ﹤0.01% | 4853 |
|
|
2016
Q2 | $8K | Sell |
1,000
-1,420
| -59% | -$11.4K | ﹤0.01% | 6053 |
|
|
2016
Q1 | $21K | Sell |
2,420
-732
| -23% | -$6.35K | ﹤0.01% | 5363 |
|
|
2015
Q4 | $29K | Buy |
3,152
+732
| +30% | +$6.74K | ﹤0.01% | 5249 |
|
|
2015
Q3 | $20K | Hold |
2,420
| – | – | ﹤0.01% | 5466 |
|
|
2015
Q2 | $27K | Hold |
2,420
| – | – | ﹤0.01% | 5282 |
|
|
2015
Q1 | $28K | Sell |
2,420
-1,042
| -30% | -$12.1K | ﹤0.01% | 5129 |
|
|
2014
Q4 | $45K | Buy |
+3,462
| New | +$45K | ﹤0.01% | 4832 |
|