GWMIA
UBS icon

Global Wealth Management Investment Advisory’s UBS Group UBS Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,689
Closed -$146K – 626
2020
Q2 		$146K Hold
12,689
– – 0.06% 124
2020
Q1 		$118K Hold
12,689
– – 0.06% 121
2019
Q4 		$160K Buy
+12,689
New +$160K 0.07% 116