Duality Advisers’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,264
| Closed | -$1.4M | – | 723 |
|
|
2023
Q2 | $1.4M | Sell |
69,264
-7,010
| -9% | -$142K | 0.18% | 220 |
|
|
2023
Q1 | $1.63M | Sell |
76,274
-28,525
| -27% | -$609K | 0.18% | 203 |
|
|
2022
Q4 | $1.96M | Buy |
+104,799
| New | +$1.96M | 0.22% | 161 |
|
|
2022
Q3 | – | Sell |
-100,303
| Closed | -$1.63M | – | 746 |
|
|
2022
Q2 | $1.63M | Buy |
+100,303
| New | +$1.63M | 0.16% | 249 |
|