Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,734
| Closed | -$197K | – | 92 |
|
|
2022
Q3 | $197K | Buy |
13,734
+1,602
| +13% | +$23K | 0.2% | 59 |
|
|
2022
Q2 | $195K | Sell |
12,132
-954
| -7% | -$15.3K | 0.18% | 65 |
|
|
2022
Q1 | $256K | Buy |
13,086
+325
| +3% | +$6.36K | 0.21% | 65 |
|
|
2021
Q4 | $228K | Buy |
12,761
+802
| +7% | +$14.3K | 0.17% | 74 |
|
|
2021
Q3 | $191K | Buy |
11,959
+1,442
| +14% | +$23K | 0.15% | 67 |
|
|
2021
Q2 | $161K | Buy |
+10,517
| New | +$161K | 0.13% | 69 |
|