Winthrop Partners - WNY’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $56.8K | Hold |
5,000
| – | – | 0.04% | 175 |
|
|
2019
Q2 | $59.4K | Hold |
5,000
| – | – | 0.04% | 148 |
|
|
2019
Q1 | $61.6K | Hold |
5,000
| – | – | 0.05% | 143 |
|
|
2018
Q4 | $62.2K | Hold |
5,000
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $78.9K | Hold |
5,000
| – | – | 0.06% | 151 |
|
|
2018
Q2 | $77.4K | Hold |
5,000
| – | – | 0.06% | 157 |
|
|
2018
Q1 | $86.7K | Buy |
+5,000
| New | +$86.7K | 0.07% | 171 |
|