Anchor Investment 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
Q4 | – | Sell |
-580
| Closed | -$17.9K | – | 1066 |
|
|
2024
Q3 | $17.9K | Hold |
580
| – | – | ﹤0.01% | 714 |
|
|
2024
Q2 | $17.1K | Sell |
580
-311
| -35% | -$9.19K | ﹤0.01% | 679 |
|
|
2024
Q1 | $27.4K | Hold |
891
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $27.5K | Sell |
891
-309
| -26% | -$9.55K | ﹤0.01% | 608 |
|
|
2023
Q3 | $29.6K | Sell |
1,200
-355
| -23% | -$8.75K | ﹤0.01% | 596 |
|
|
2023
Q2 | $31.5K | Buy |
+1,555
| New | +$31.5K | ﹤0.01% | 582 |
|