Wealthspire Advisors (Maryland)’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,445
| Closed | -$30K | – | 1973 |
|
|
2019
Q1 | $30K | Sell |
2,445
-104
| -4% | -$1.28K | ﹤0.01% | 1117 |
|
|
2018
Q4 | $32K | Sell |
2,549
-1,270
| -33% | -$15.9K | ﹤0.01% | 1034 |
|
|
2018
Q3 | $60K | Buy |
3,819
+1,857
| +95% | +$29.2K | ﹤0.01% | 901 |
|
|
2018
Q2 | $30K | Buy |
1,962
+113
| +6% | +$1.73K | ﹤0.01% | 1158 |
|
|
2018
Q1 | $33K | Sell |
1,849
-938
| -34% | -$16.7K | ﹤0.01% | 1138 |
|
|
2017
Q4 | $51K | Sell |
2,787
-202
| -7% | -$3.7K | 0.01% | 1003 |
|
|
2017
Q3 | $51K | Buy |
2,989
+227
| +8% | +$3.87K | 0.01% | 980 |
|
|
2017
Q2 | $47K | Buy |
2,762
+1,088
| +65% | +$18.5K | 0.01% | 973 |
|
|
2017
Q1 | $27K | Buy |
1,674
+1,065
| +175% | +$17.2K | ﹤0.01% | 985 |
|
|
2016
Q4 | $10K | Buy |
609
+23
| +4% | +$378 | ﹤0.01% | 1235 |
|
|
2016
Q3 | $8K | Sell |
586
-27
| -4% | -$369 | ﹤0.01% | 1300 |
|
|
2016
Q2 | $8K | Buy |
613
+180
| +42% | +$2.35K | ﹤0.01% | 1241 |
|
|
2016
Q1 | $7K | Sell |
433
-34
| -7% | -$550 | ﹤0.01% | 1267 |
|
|
2015
Q4 | $9K | Buy |
+467
| New | +$9K | ﹤0.01% | 1228 |
|