Creative Planning’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $655K | Hold |
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|
2023
Q2 | $713K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $890K | Sell |
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|
2020
Q4 | $900K | Hold |
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|
2020
Q3 | $739K | Hold |
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|
2020
Q2 | $585K | Sell |
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|
2020
Q1 | $435K | Sell |
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|
2019
Q4 | $931K | Buy |
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|
2019
Q3 | $521K | Hold |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $471K | Buy |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $472K | Buy |
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|
2018
Q2 | $369K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $310K | Buy |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $238K | Buy |
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|
2017
Q1 | $100K | Sell |
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|
2016
Q4 | $115K | Buy |
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|
2016
Q3 | $44K | Buy |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $17K | Sell |
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|
2014
Q4 | $40K | Sell |
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|
2014
Q3 | $83K | Buy |
|