Acima Private Wealth’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,378
| Closed | -$42.6K | – | 238 |
|
|
2023
Q4 | $42.6K | Hold |
1,378
| – | – | 0.02% | 165 |
|
|
2023
Q3 | $34K | Hold |
1,378
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $27.9K | Buy |
1,378
+444
| +48% | +$9K | 0.01% | 179 |
|
|
2023
Q1 | $19.9K | Buy |
+934
| New | +$19.9K | 0.01% | 192 |
|
|
2019
Q1 | – | Sell |
-795
| Closed | -$10K | – | 298 |
|
|
2018
Q4 | $10K | Buy |
+795
| New | +$10K | 0.01% | 217 |
|