BOK Financial Private Wealth’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-904
| Closed | -$27.9K | – | 545 |
|
|
2023
Q4 | $27.9K | Hold |
904
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $22.3K | Hold |
904
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $18.3K | Sell |
904
-214
| -19% | -$4.34K | ﹤0.01% | 291 |
|
|
2023
Q1 | $23.9K | Buy |
1,118
+214
| +24% | +$4.57K | ﹤0.01% | 295 |
|
|
2022
Q4 | $16.9K | Hold |
904
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $13K | Hold |
904
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $15K | Buy |
+904
| New | +$15K | ﹤0.01% | 324 |
|