UBS’s Formula Systems FORTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $25K | Sell |
954
-1,745
| -65% | -$45.7K | ﹤0.01% | 5186 |
|
2014
Q2 | $78K | Sell |
2,699
-217
| -7% | -$6.27K | ﹤0.01% | 4318 |
|
2014
Q1 | $89K | Sell |
2,916
-489
| -14% | -$14.9K | ﹤0.01% | 4211 |
|
2013
Q4 | $85K | Buy |
3,405
+877
| +35% | +$21.9K | ﹤0.01% | 4151 |
|
2013
Q3 | $63K | Buy |
2,528
+222
| +10% | +$5.53K | ﹤0.01% | 4241 |
|
2013
Q2 | $50K | Buy |
+2,306
| New | +$50K | ﹤0.01% | 4254 |
|