Curated Wealth Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,494
| Closed | -$223K | – | 161 |
|
|
2022
Q1 | $223K | Hold |
12,494
| – | – | 0.08% | 128 |
|
|
2021
Q4 | $223K | Sell |
12,494
-403
| -3% | -$7.19K | 0.07% | 132 |
|
|
2021
Q3 | $206K | Buy |
12,897
+293
| +2% | +$4.68K | 0.12% | 140 |
|
|
2021
Q2 | $193K | Sell |
12,604
-14,291
| -53% | -$219K | 0.11% | 142 |
|
|
2021
Q1 | $418K | Sell |
26,895
-3,118
| -10% | -$48.5K | 0.26% | 75 |
|
|
2020
Q4 | $424K | Buy |
+30,013
| New | +$424K | 0.27% | 72 |
|