Focused Wealth 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
Q1 | – | Sell |
-46
| Closed | -$1.42K | – | 869 |
|
|
2023
Q4 | $1.42K | Hold |
46
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $1.13K | Hold |
46
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $932 | Buy |
+46
| New | +$932 | ﹤0.01% | 841 |
|
|
2022
Q2 | – | Sell |
-4,400
| Closed | -$86K | – | 1020 |
|
|
2022
Q1 | $86K | Buy |
+4,400
| New | +$86K | 0.01% | 226 |
|