Financial Gravity Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-132
| Closed | -$4.06K | – | 2467 |
|
|
2024
Q1 | $4.06K | Buy |
132
+131
| +13,100% | +$4.03K | ﹤0.01% | 908 |
|
|
2023
Q4 | $16 | Buy |
+1
| New | +$16 | ﹤0.01% | 1450 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$5.08K | – | 1756 |
|
|
2023
Q2 | $5.08K | Sell |
20
-1
| -5% | -$254 | 0.01% | 475 |
|
|
2023
Q1 | $13 | Buy |
21
+2
| +11% | +$1 | ﹤0.01% | 833 |
|
|
2022
Q4 | $8.01K | Buy |
19
+4
| +27% | +$1.69K | 0.04% | 319 |
|
|
2022
Q3 | $9 | Buy |
+15
| New | +$9 | ﹤0.01% | 776 |
|
|
2019
Q4 | – | Sell |
-62
| Closed | -$1K | – | 1720 |
|
|
2019
Q3 | $1K | Buy |
62
+36
| +138% | +$581 | ﹤0.01% | 1117 |
|
|
2019
Q2 | $0 | Sell |
26
-43
| -62% | – | ﹤0.01% | 1684 |
|
|
2019
Q1 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1205 |
|
|
2018
Q3 | $0 | Sell |
18
-1
| -5% | – | ﹤0.01% | 1633 |
|
|
2018
Q2 | $0 | Sell |
19
-3
| -14% | – | ﹤0.01% | 1620 |
|
|
2018
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1519 |
|