Evoke Wealth’s UBS Group UBS Stock Holding History

Evoke Wealth’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
2025 Q3	$201K	Buy
2022 Q1	–	Sell
2021 Q4	$8K	Hold
2021 Q3	$6K	Hold
2021 Q2	$7K	Hold
2021 Q1	$7K	Buy
2020 Q3	–	Sell
2020 Q2	$1K	Sell
2020 Q1	$1.17K	Sell
2019 Q4	$16.5K	Sell
2019 Q3	$14.9K	Buy