Financial Synergies Wealth Advisors’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 |
-57
| Closed | -$1.75K | – | 444 |
|
|
2024
Q1 | $1.75K | Buy |
57
+11
| +24% | +$338 | ﹤0.01% | 339 |
|
|
2023
Q4 | $859 | Sell |
46
-11
| -19% | -$205 | ﹤0.01% | 344 |
|
|
2023
Q3 | $1.41K | Hold |
57
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $1.16K | Buy |
57
+11
| +24% | +$223 | ﹤0.01% | 356 |
|
|
2023
Q1 | $982 | Hold |
46
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $859 | Hold |
46
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $668 | Hold |
46
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $747 | Buy |
+46
| New | +$747 | ﹤0.01% | 342 |
|