Wealthspire Advisors (Maryland)’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17
| Closed | -$3K | – | 1985 |
|
|
2019
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 2059 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2141 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 2198 |
|
|
2018
Q2 | $1K | Buy |
17
+2
| +13% | +$118 | ﹤0.01% | 2368 |
|
|
2018
Q1 | $1K | Sell |
15
-3
| -17% | -$200 | ﹤0.01% | 2410 |
|
|
2017
Q4 | $1K | Sell |
18
-79
| -81% | -$4.39K | ﹤0.01% | 2346 |
|
|
2017
Q3 | $5K | Sell |
97
-22
| -18% | -$1.13K | ﹤0.01% | 1806 |
|
|
2017
Q2 | $6K | Buy |
119
+79
| +198% | +$3.98K | ﹤0.01% | 1727 |
|
|
2017
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1719 |
|
|
2016
Q4 | $2K | Sell |
40
-9
| -18% | -$450 | ﹤0.01% | 1575 |
|
|
2016
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 1498 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1538 |
|
|
2016
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1560 |
|
|
2015
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1544 |
|