Evoke Wealth’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-424
| Closed | -$8K | – | 1253 |
|
|
2021
Q4 | $8K | Hold |
424
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $6K | Hold |
424
| – | – | ﹤0.01% | 827 |
|
|
2021
Q2 | $7K | Hold |
424
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $7K | Buy |
+424
| New | +$7K | ﹤0.01% | 781 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$1K | – | 1135 |
|
|
2020
Q2 | $1K | Sell |
100
-26
| -21% | -$260 | ﹤0.01% | 1039 |
|
|
2020
Q1 | $1.17K | Sell |
126
-1,184
| -90% | -$11K | ﹤0.01% | 903 |
|
|
2019
Q4 | $16.5K | Sell |
1,310
-10
| -0.8% | -$126 | ﹤0.01% | 636 |
|
|
2019
Q3 | $14.9K | Buy |
+1,320
| New | +$14.9K | ﹤0.01% | 733 |
|