Ellevest Inc’s UBS Group UBS Stock Holding History

Ellevest Inc’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Buy
2022 Q2	–	Sell
2022 Q1	$2K	Hold
2021 Q4	$2K	Sell
2021 Q3	$14K	Sell
2021 Q2	$316K	Buy
2021 Q1	$178K	Buy
2020 Q4	$123K	Buy
2020 Q3	$2K	Buy
2020 Q2	$0	Sell
2020 Q1	$16K	Buy