GPS Wealth Strategies Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-378
| Closed | -$11.6K | – | 1670 |
|
2025
Q1 | $11.6K | Buy |
+378
| New | +$11.6K | ﹤0.01% | 962 |
|
2024
Q3 | – | Sell |
-311
| Closed | -$9.19K | – | 1444 |
|
2024
Q2 | $9.19K | Hold |
311
| – | – | ﹤0.01% | 934 |
|
2024
Q1 | $9.55K | Hold |
311
| – | – | ﹤0.01% | 867 |
|
2023
Q4 | $9.61K | Hold |
311
| – | – | ﹤0.01% | 846 |
|
2023
Q3 | $7.67K | Hold |
311
| – | – | ﹤0.01% | 891 |
|
2023
Q2 | $6.3K | Buy |
+311
| New | +$6.3K | ﹤0.01% | 933 |
|