Vigilant Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,115
| Closed | -$16K | – | 567 |
|
|
2022
Q3 | $16K | Hold |
1,115
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $18K | Buy |
+1,115
| New | +$18K | ﹤0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-996
| Closed | -$16K | – | 752 |
|
|
2021
Q3 | $16K | Buy |
+996
| New | +$16K | ﹤0.01% | 399 |
|
|
2017
Q3 | – | Sell |
-96
| Closed | -$2K | – | 300 |
|
|
2017
Q2 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 270 |
|