Well Done LLC’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,054
| Closed | -$13K | – | 609 |
|
|
2018
Q4 | $13K | Buy |
+1,054
| New | +$13K | ﹤0.01% | 431 |
|
|
2018
Q2 | – | Sell |
-854
| Closed | -$15K | – | 487 |
|
|
2018
Q1 | $15K | Buy |
+854
| New | +$15K | ﹤0.01% | 383 |
|
|
2017
Q4 | – | Sell |
-15,675
| Closed | -$269K | – | 151 |
|
|
2017
Q3 | $269K | Buy |
+15,675
| New | +$269K | 0.08% | 118 |
|