AO
Advisor OS’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,146
| Closed | -$221K | – | 451 |
|
|
2024
Q3 | $221K | Sell |
7,146
-794
| -10% | -$24.5K | 0.02% | 374 |
|
|
2024
Q2 | $235K | Sell |
7,940
-298
| -4% | -$8.8K | 0.03% | 348 |
|
|
2024
Q1 | $253K | Buy |
8,238
+535
| +7% | +$16.4K | 0.03% | 336 |
|
|
2023
Q4 | $238K | Buy |
+7,703
| New | +$238K | 0.03% | 297 |
|