UBS’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $11K | Buy |
+564
| New | +$11K | ﹤0.01% | 5772 |
|
|
2014
Q2 | – | Sell |
-1,194
| Closed | -$23K | – | 6804 |
|
|
2014
Q1 | $23K | Buy |
1,194
+1,000
| +515% | +$19.3K | ﹤0.01% | 5162 |
|
|
2013
Q4 | $4K | Sell |
194
-5,135
| -96% | -$106K | ﹤0.01% | 6085 |
|
|
2013
Q3 | $93K | Sell |
5,329
-1,980
| -27% | -$34.6K | ﹤0.01% | 4019 |
|
|
2013
Q2 | $108K | Buy |
+7,309
| New | +$108K | ﹤0.01% | 3779 |
|