Iht Wealth Management, LLC Ubs Group Ag Transaction History

Iht Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$8.84 - $11.95 $123,132 - $166,451	-13,929 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$7.65 - $13.4 $12,744 - $22,324	-1,666 Reduced 10.68%	13,929 $129,000
Q4 2019 Feb 18, 2020	BUY	$10.58 - $12.58 $13,838 - $16,454	1,308 Added 9.16%	15,595 $196,000
Q3 2019 Nov 15, 2019	BUY	$10.16 - $12.29 $3,637 - $4,399	358 Added 2.57%	14,287 $162,000
Q1 2019 May 16, 2019	SELL	$11.85 - $13.61 $11,269 - $12,943	-951 Reduced 6.39%	13,929 $169,000
Q4 2018 Feb 15, 2019	BUY	$11.81 - $15.57 $175,732 - $231,681	14,880 New	14,880 $184,000
Q1 2018 May 15, 2018	SELL	$17.24 - $20.89 $1,327 - $1,608	-77 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$16.16 - $17.58 $1,244 - $1,353	77	77 $1,000

618

1.28B

19.4M

24.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $101B
Description
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...

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