Cetera Advisor Networks’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.06M | Sell |
34,470
-1,428
| -4% | -$43.9K | 0.01% | 1428 |
|
|
2023
Q4 | $1.11M | Buy |
35,898
+3,474
| +11% | +$107K | 0.01% | 1302 |
|
|
2023
Q3 | $799K | Sell |
32,424
-977
| -3% | -$24.1K | 0.01% | 1431 |
|
|
2023
Q2 | $677K | Sell |
33,401
-3,562
| -10% | -$72.2K | ﹤0.01% | 1520 |
|
|
2023
Q1 | $789K | Sell |
36,963
-1,184
| -3% | -$25.3K | 0.01% | 1389 |
|
|
2022
Q4 | $712K | Buy |
+38,147
| New | +$712K | 0.01% | 1388 |
|
|
2020
Q3 | – | Sell |
-5,912
| Closed | -$68K | – | 2904 |
|
|
2020
Q2 | $68K | Buy |
+5,912
| New | +$68K | ﹤0.01% | 1737 |
|
|
2020
Q1 | – | Sell |
-13,441
| Closed | -$169K | – | 1271 |
|
|
2019
Q4 | $169K | Sell |
13,441
-1,964
| -13% | -$24.7K | ﹤0.01% | 1179 |
|
|
2019
Q3 | $177K | Sell |
15,405
-1,190
| -7% | -$13.7K | 0.01% | 1117 |
|
|
2019
Q2 | $201K | Buy |
16,595
+3,505
| +27% | +$42.5K | 0.01% | 1099 |
|
|
2019
Q1 | $160K | Buy |
+13,090
| New | +$160K | 0.01% | 1084 |
|