Glassman Wealth Services’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 |
-2,526
| Closed | -$37K | – | 2037 |
|
|
2022
Q3 | $37K | Buy |
+2,526
| New | +$37K | 0.01% | 454 |
|
|
2021
Q1 | – | Sell |
-1,835
| Closed | -$26K | – | 1640 |
|
|
2020
Q4 | $26K | Buy |
+1,835
| New | +$26K | 0.01% | 463 |
|
|
2020
Q3 | – | Sell |
-656
| Closed | -$8K | – | 1500 |
|
|
2020
Q2 | $8K | Buy |
+656
| New | +$8K | ﹤0.01% | 542 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$1K | – | 1582 |
|
|
2019
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 1058 |
|