Coppell Advisory Solutions’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-487
| Closed | -$14.9K | – | 1767 |
|
|
2024
Q4 | $14.9K | Buy |
487
+216
| +80% | +$6.61K | ﹤0.01% | 973 |
|
|
2024
Q3 | $8.41K | Hold |
271
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q2 | $8.01K | Buy |
+271
| New | +$8.01K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $8.37K | Buy |
+271
| New | +$8.37K | ﹤0.01% | 975 |
|
|
2023
Q3 | – | Sell |
-271
| Closed | -$5.43K | – | 1549 |
|
|
2023
Q2 | $5.43K | Buy |
+271
| New | +$5.43K | ﹤0.01% | 836 |
|