AE Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-274
| Closed | -$205K | – | 2060 |
|
|
2023
Q4 | $205K | Buy |
+274
| New | +$205K | ﹤0.01% | 1879 |
|
|
2022
Q1 | – | Sell |
-234
| Closed | -$203K | – | 1828 |
|
|
2021
Q4 | $203K | Buy |
+234
| New | +$203K | ﹤0.01% | 1604 |
|
|
2021
Q1 | – | Sell |
-560
| Closed | -$309K | – | 1563 |
|
|
2020
Q4 | $309K | Hold |
560
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q3 | $254K | Sell |
560
-120
| -18% | -$54.4K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $244K | Buy |
+680
| New | +$244K | ﹤0.01% | 1096 |
|
|
2020
Q1 | – | Sell |
-715
| Closed | -$238K | – | 1286 |
|
|
2019
Q4 | $238K | Buy |
+715
| New | +$238K | 0.01% | 998 |
|