Valley National Advisers’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-608
| Closed | -$8K | – | 847 |
|
|
2019
Q4 | $8K | Buy |
+608
| New | +$8K | ﹤0.01% | 559 |
|
|
2015
Q4 | – | Sell |
-58
| Closed | -$1K | – | 654 |
|
|
2015
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 577 |
|
|
2015
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 585 |
|
|
2015
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 550 |
|