WESPAC Advisors SoCal’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 |
-565
| Closed | -$6K | – | 287 |
|
|
2019
Q1 | $6K | Buy |
565
+441
| +356% | +$4.68K | ﹤0.01% | 276 |
|
|
2018
Q4 | $1K | Hold |
124
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $1K | Buy |
+124
| New | +$1K | ﹤0.01% | 299 |
|
|
2016
Q2 | – | Sell |
-775
| Closed | -$12.4K | – | 308 |
|
|
2016
Q1 | $12.4K | Buy |
+775
| New | +$12.4K | 0.01% | 185 |
|