Arete Wealth Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-321
| Closed | -$223K | – | 772 |
|
2023
Q4 | $223K | Buy |
+321
| New | +$223K | 0.02% | 642 |
|
2023
Q2 | – | Sell |
-430
| Closed | -$207K | – | 770 |
|
2023
Q1 | $207K | Buy |
+430
| New | +$207K | 0.02% | 574 |
|
2022
Q4 | – | Sell |
-582
| Closed | -$214K | – | 719 |
|
2022
Q3 | $214K | Sell |
582
-13,958
| -96% | -$5.13M | 0.02% | 507 |
|
2022
Q2 | $670K | Buy |
+14,540
| New | +$670K | 0.07% | 196 |
|