Fiduciary Alliance’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
-334
Closed -$6.77K 899
2023
Q2
$6.77K Buy
+334
New +$6.77K ﹤0.01% 637
2023
Q1
Sell
-100
Closed -$1.87K 826
2022
Q4
$1.87K Buy
+100
New +$1.87K ﹤0.01% 709