Willingdon Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-542
| Closed | -$7K | – | 377 |
|
|
2019
Q4 | $7K | Buy |
+542
| New | +$7K | ﹤0.01% | 263 |
|
|
2018
Q4 | – | Sell |
-3,097
| Closed | -$49K | – | 413 |
|
|
2018
Q3 | $49K | Buy |
3,097
+755
| +32% | +$11.9K | 0.01% | 205 |
|
|
2018
Q2 | $36K | Buy |
2,342
+1,895
| +424% | +$29.1K | 0.01% | 201 |
|
|
2018
Q1 | $8K | Buy |
+447
| New | +$8K | ﹤0.01% | 276 |
|