Accel Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,068
| Closed | -$44.1K | – | 818 |
|
|
2023
Q1 | $44.1K | Hold |
2,068
| – | – | 0.02% | 511 |
|
|
2022
Q4 | $38.6K | Hold |
2,068
| – | – | 0.02% | 400 |
|
|
2022
Q3 | $33K | Hold |
2,068
| – | – | 0.02% | 451 |
|
|
2022
Q2 | $32K | Hold |
2,068
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $41K | Hold |
2,068
| – | – | 0.02% | 411 |
|
|
2021
Q4 | $37K | Hold |
2,068
| – | – | 0.02% | 443 |
|
|
2021
Q3 | $33K | Hold |
2,068
| – | – | 0.02% | 402 |
|
|
2021
Q2 | $32K | Buy |
2,068
+1,150
| +125% | +$17.8K | 0.02% | 426 |
|
|
2021
Q1 | $14K | Hold |
918
| – | – | 0.01% | 597 |
|
|
2020
Q4 | $13K | Buy |
+918
| New | +$13K | 0.01% | 583 |
|