Annapolis Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.55K | Hold |
309
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $9.13K | Hold |
309
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $9.49K | Hold |
309
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $9.55K | Hold |
309
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $7.62K | Hold |
309
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $6.26K | Hold |
309
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $6.6K | Hold |
309
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $5.77K | Hold |
309
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $4K | Hold |
309
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $6K | Hold |
309
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $6K | Hold |
309
| – | – | ﹤0.01% | 336 |
|
|
2021
Q3 | $5K | Hold |
309
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $5K | Hold |
309
| – | – | ﹤0.01% | 307 |
|
|
2020
Q4 | $4K | Buy |
+309
| New | +$4K | ﹤0.01% | 330 |
|