Wealthcare Advisory Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,200
| Closed | -$19K | – | 1774 |
|
|
2021
Q1 | $19K | Buy |
+1,200
| New | +$19K | ﹤0.01% | 1224 |
|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$11K | – | 1281 |
|
|
2020
Q1 | $11K | Hold |
1,200
| – | – | ﹤0.01% | 909 |
|
|
2019
Q4 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 846 |
|
|
2019
Q3 | $14K | Buy |
+1,200
| New | +$14K | ﹤0.01% | 857 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$1K | – | 1316 |
|
|
2018
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 1037 |
|
|
2017
Q3 | $0 | Buy |
+29
| New | – | ﹤0.01% | 932 |
|