Winfield Associates’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,175
| Closed | -$22K | – | 627 |
|
|
2017
Q4 | $22K | Hold |
1,175
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $20K | Hold |
1,175
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $20K | Buy |
1,175
+105
| +10% | +$1.79K | 0.01% | 296 |
|
|
2017
Q1 | $17K | Hold |
1,070
| – | – | 0.01% | 295 |
|
|
2016
Q4 | $17K | Sell |
1,070
-10
| -0.9% | -$159 | 0.01% | 287 |
|
|
2016
Q3 | $15K | Sell |
1,080
-20
| -2% | -$278 | 0.01% | 290 |
|
|
2016
Q2 | $14K | Buy |
1,100
+110
| +11% | +$1.4K | 0.01% | 293 |
|
|
2016
Q1 | $16K | Buy |
+990
| New | +$16K | 0.01% | 261 |
|