180 Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,589
| Closed | -$204K | – | 465 |
|
|
2024
Q3 | $204K | Sell |
6,589
-427
| -6% | -$13.2K | 0.03% | 412 |
|
|
2024
Q2 | $218K | Sell |
7,016
-1,424
| -17% | -$44.2K | 0.04% | 383 |
|
|
2024
Q1 | $259K | Sell |
8,440
-1,898
| -18% | -$58.3K | 0.05% | 325 |
|
|
2023
Q4 | $314K | Sell |
10,338
-1,842
| -15% | -$56K | 0.06% | 272 |
|
|
2023
Q3 | $300K | Buy |
12,180
+1,316
| +12% | +$32.4K | 0.07% | 262 |
|
|
2023
Q2 | $222K | Buy |
10,864
+60
| +0.6% | +$1.23K | 0.05% | 310 |
|
|
2023
Q1 | $231K | Sell |
10,804
-144
| -1% | -$3.07K | 0.05% | 308 |
|
|
2022
Q4 | $237K | Sell |
10,948
-3,897
| -26% | -$84.5K | 0.06% | 308 |
|
|
2022
Q3 | $215K | Buy |
+14,845
| New | +$215K | 0.06% | 309 |
|