WFG Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 1504 |
|
|
2017
Q1 | $1K | Sell |
51
-838
| -94% | -$16.4K | ﹤0.01% | 1434 |
|
|
2016
Q4 | $14K | Sell |
889
-717
| -45% | -$11.3K | ﹤0.01% | 1030 |
|
|
2016
Q3 | $22K | Buy |
1,606
+200
| +14% | +$2.74K | 0.01% | 928 |
|
|
2016
Q2 | $18K | Buy |
1,406
+548
| +64% | +$7.02K | ﹤0.01% | 946 |
|
|
2016
Q1 | $14K | Buy |
858
+300
| +54% | +$4.9K | ﹤0.01% | 970 |
|
|
2015
Q4 | $11K | Hold |
558
| – | – | ﹤0.01% | 1057 |
|
|
2015
Q3 | $10K | Buy |
+558
| New | +$10K | ﹤0.01% | 1099 |
|
|
2015
Q1 | – | Sell |
-94
| Closed | -$2K | – | 2064 |
|
|
2014
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 1864 |
|