CA
UBS icon

Crewe Advisors’s UBS Group UBS Stock Holding History

Crewe Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,351
Closed -$21K – 465
2021
Q2 		$21K Hold
1,351
– – 0.01% 217
2021
Q1 		$21K Hold
1,351
– – 0.01% 219
2020
Q4 		$19K Hold
1,351
– – 0.01% 206
2020
Q3 		$15K Buy
+1,351
New +$15K 0.01% 207