Csenge Advisory Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,375
| Closed | -$194K | – | 644 |
|
|
2022
Q4 | $194K | Buy |
+10,375
| New | +$194K | 0.02% | 563 |
|
|
2022
Q1 | – | Sell |
-15,172
| Closed | -$235K | – | 710 |
|
|
2021
Q4 | $235K | Sell |
15,172
-4,224
| -22% | -$65.4K | 0.02% | 496 |
|
|
2021
Q3 | $309K | Buy |
19,396
+4,224
| +28% | +$67.3K | 0.03% | 463 |
|
|
2021
Q2 | $235K | Buy |
15,172
+405
| +3% | +$6.27K | 0.02% | 499 |
|
|
2021
Q1 | $239K | Sell |
14,767
-2,700
| -15% | -$43.7K | 0.02% | 441 |
|
|
2020
Q4 | $247K | Sell |
17,467
-1,516
| -8% | -$21.4K | 0.03% | 365 |
|
|
2020
Q3 | $220K | Sell |
18,983
-1,047
| -5% | -$12.1K | 0.03% | 367 |
|
|
2020
Q2 | $231K | Buy |
20,030
+1,547
| +8% | +$17.8K | 0.03% | 321 |
|
|
2020
Q1 | $171K | Buy |
+18,483
| New | +$171K | 0.04% | 284 |
|