AWM
UBS icon

Axxcess Wealth Management’s UBS Group UBS Stock Holding History

Axxcess Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,670
Closed -$534K – 929
2023
Q3 		$534K Buy
+21,670
New +$534K 0.02% 454