USCA RIA’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,069
| Closed | -$316K | – | 473 |
|
|
2018
Q3 | $316K | Buy |
20,069
+8,500
| +73% | +$134K | 0.03% | 379 |
|
|
2018
Q2 | $177K | Buy |
11,569
+600
| +5% | +$9.18K | 0.02% | 433 |
|
|
2018
Q1 | $194K | Buy |
10,969
+297
| +3% | +$5.25K | 0.02% | 414 |
|
|
2017
Q4 | $196K | Buy |
+10,672
| New | +$196K | 0.02% | 415 |
|