AE Wealth Management’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 |
-15,354
| Closed | -$459K | – | 1927 |
|
|
2023
Q4 | $459K | Buy |
15,354
+1,468
| +11% | +$43.8K | ﹤0.01% | 1482 |
|
|
2023
Q3 | $342K | Buy |
13,886
+153
| +1% | +$3.77K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $278K | Sell |
13,733
-45,935
| -77% | -$931K | ﹤0.01% | 1636 |
|
|
2023
Q1 | $1.27M | Buy |
59,668
+45,061
| +308% | +$962K | 0.01% | 956 |
|
|
2022
Q4 | $273K | Sell |
14,607
-278
| -2% | -$5.19K | ﹤0.01% | 1539 |
|
|
2022
Q3 | $216K | Sell |
14,885
-166
| -1% | -$2.41K | ﹤0.01% | 1587 |
|
|
2022
Q2 | $244K | Buy |
15,051
+562
| +4% | +$9.11K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $283K | Sell |
14,489
-1,889
| -12% | -$36.9K | ﹤0.01% | 1439 |
|
|
2021
Q4 | $293K | Buy |
16,378
+1,583
| +11% | +$28.3K | ﹤0.01% | 1458 |
|
|
2021
Q3 | $236K | Sell |
14,795
-2,316
| -14% | -$36.9K | ﹤0.01% | 1465 |
|
|
2021
Q2 | $262K | Buy |
17,111
+2,050
| +14% | +$31.4K | ﹤0.01% | 1398 |
|
|
2021
Q1 | $234K | Sell |
15,061
-3,001
| -17% | -$46.6K | ﹤0.01% | 1344 |
|
|
2020
Q4 | $255K | Buy |
18,062
+628
| +4% | +$8.87K | ﹤0.01% | 1190 |
|
|
2020
Q3 | $194K | Buy |
17,434
+495
| +3% | +$5.51K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $195K | Buy |
16,939
+1,118
| +7% | +$12.9K | ﹤0.01% | 1159 |
|
|
2020
Q1 | $147K | Sell |
15,821
-98
| -0.6% | -$911 | ﹤0.01% | 1025 |
|
|
2019
Q4 | $200K | Buy |
+15,919
| New | +$200K | ﹤0.01% | 1059 |
|