Advisor Partners II’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.04M | Buy |
41,995
+4,876
| +13% | +$120K | 0.04% | 475 |
|
|
2023
Q2 | $752K | Buy |
37,119
+2,949
| +9% | +$59.8K | 0.04% | 466 |
|
|
2023
Q1 | $729K | Buy |
34,170
+2,495
| +8% | +$53.2K | 0.04% | 433 |
|
|
2022
Q4 | $591K | Buy |
31,675
+10,189
| +47% | +$190K | 0.04% | 475 |
|
|
2022
Q3 | $312K | Buy |
+21,486
| New | +$312K | 0.02% | 605 |
|