WEC
Winslow Evans & Crocker’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $16K | Sell |
1,135
-214
| -16% | -$3.02K | ﹤0.01% | 854 |
|
|
2020
Q3 | $15K | Buy |
1,349
+176
| +15% | +$1.96K | ﹤0.01% | 673 |
|
|
2020
Q2 | $14K | Sell |
1,173
-1
| -0.1% | -$12 | ﹤0.01% | 677 |
|
|
2020
Q1 | $12K | Buy |
1,174
+92
| +9% | +$940 | ﹤0.01% | 679 |
|
|
2019
Q4 | $14K | Buy |
1,082
+1,052
| +3,507% | +$13.6K | ﹤0.01% | 752 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1104 |
|
|
2019
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1080 |
|
|
2018
Q1 | $530 | Hold |
30
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q4 | $552 | Hold |
30
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q3 | $516 | Hold |
30
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q2 | $509 | Hold |
30
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q1 | $480 | Hold |
30
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q4 | $472 | Hold |
30
| – | – | ﹤0.01% | 1217 |
|
|
2016
Q3 | $410 | Hold |
30
| – | – | ﹤0.01% | 1258 |
|
|
2016
Q2 | $390 | Hold |
30
| – | – | ﹤0.01% | 1245 |
|
|
2016
Q1 | $481 | Hold |
30
| – | – | ﹤0.01% | 1237 |
|
|
2015
Q4 | $582 | Hold |
30
| – | – | ﹤0.01% | 1313 |
|
|
2015
Q3 | $556 | Buy |
+30
| New | +$556 | ﹤0.01% | 1243 |
|