West Branch Capital’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17
| Closed | -$2.47K | – | 469 |
|
|
2023
Q3 | $2.47K | Hold |
17
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $2.99K | Hold |
17
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $4.62K | Hold |
17
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $4.65K | Hold |
17
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $5K | Hold |
17
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $5K | Hold |
17
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 391 |
|