Avantax Advisory Services’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-349
| Closed | -$294K | – | 2150 |
|
|
2024
Q1 | $294K | Hold |
349
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q4 | $243K | Buy |
+349
| New | +$214K | ﹤0.01% | 1352 |
|
|
2023
Q3 | – | Sell |
-349
| Closed | -$209K | – | 1634 |
|
|
2023
Q2 | $209K | Buy |
+349
| New | +$180K | ﹤0.01% | 1382 |
|
|
2022
Q2 | – | Sell |
-349
| Closed | -$248K | – | 1402 |
|
|
2022
Q1 | $248K | Hold |
349
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q4 | $303K | Buy |
349
+41
| +13% | +$33.6K | ﹤0.01% | 973 |
|
|
2021
Q3 | $218K | Hold |
308
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q2 | $213K | Buy |
+308
| New | +$193K | ﹤0.01% | 1052 |
|