WFG Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1297 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$15K | – | 1800 |
|
|
2015
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 1083 |
|
|
2014
Q4 | $15K | Sell |
500
-67
| -12% | -$2.01K | ﹤0.01% | 1324 |
|
|
2014
Q3 | $21K | Hold |
567
| – | – | ﹤0.01% | 1261 |
|
|
2014
Q2 | $26K | Hold |
567
| – | – | ﹤0.01% | 1168 |
|
|
2014
Q1 | $26K | Buy |
567
+558
| +6,200% | +$25.6K | 0.01% | 1157 |
|
|
2013
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2320 |
|