DOA
D'Orazio & Associates’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
10,835
-328
| -3% | -$11.1K | 0.05% | 143 |
|
|
2025
Q1 | $342K | Sell |
11,163
-23
| -0.2% | -$704 | 0.05% | 144 |
|
|
2024
Q4 | $339K | Sell |
11,186
-8
| -0.1% | -$243 | 0.05% | 131 |
|
|
2024
Q3 | $346K | Sell |
11,194
-72
| -0.6% | -$2.23K | 0.05% | 125 |
|
|
2024
Q2 | $333K | Buy |
11,266
+2
| +0% | +$59 | 0.05% | 115 |
|
|
2024
Q1 | $346K | Buy |
11,264
+381
| +4% | +$11.7K | 0.06% | 114 |
|
|
2023
Q4 | $336K | Buy |
10,883
+199
| +2% | +$6.15K | 0.06% | 100 |
|
|
2023
Q3 | $263K | Buy |
+10,684
| New | +$263K | 0.06% | 105 |
|
|
2021
Q4 | – | Sell |
-955
| Closed | -$15K | – | 667 |
|
|
2021
Q3 | $15K | Buy |
+955
| New | +$15K | ﹤0.01% | 463 |
|