Continuum Advisory’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,826
| Closed | -$55.9K | – | 1490 |
|
|
2025
Q1 | $55.9K | Sell |
1,826
-183
| -9% | -$5.61K | 0.01% | 644 |
|
|
2024
Q4 | $60.9K | Buy |
2,009
+477
| +31% | +$14.5K | 0.01% | 622 |
|
|
2024
Q3 | $48.5K | Buy |
1,532
+450
| +42% | +$14.3K | 0.01% | 667 |
|
|
2024
Q2 | $32K | Sell |
1,082
-109
| -9% | -$3.22K | ﹤0.01% | 704 |
|
|
2024
Q1 | $34.5K | Buy |
+1,191
| New | +$34.5K | 0.01% | 672 |
|