WhitTier Trust Company’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-605
| Closed | -$7K | – | 1017 |
|
|
2019
Q3 | $7K | Hold |
605
| – | – | ﹤0.01% | 881 |
|
|
2019
Q2 | $7K | Hold |
605
| – | – | ﹤0.01% | 882 |
|
|
2019
Q1 | $7K | Hold |
605
| – | – | ﹤0.01% | 884 |
|
|
2018
Q4 | $7K | Buy |
605
+336
| +125% | +$3.89K | ﹤0.01% | 889 |
|
|
2018
Q3 | $4K | Hold |
269
| – | – | ﹤0.01% | 895 |
|
|
2018
Q2 | $4K | Hold |
269
| – | – | ﹤0.01% | 898 |
|
|
2018
Q1 | $5K | Hold |
269
| – | – | ﹤0.01% | 914 |
|
|
2017
Q4 | $5K | Hold |
269
| – | – | ﹤0.01% | 881 |
|
|
2017
Q3 | $5K | Buy |
+269
| New | +$5K | ﹤0.01% | 870 |
|