Graves Light Lenhart Wealth’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,988
| Closed | -$36K | – | 751 |
|
|
2021
Q4 | $36K | Hold |
1,988
| – | – | 0.01% | 451 |
|
|
2021
Q3 | $32K | Hold |
1,988
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $30K | Sell |
1,988
-2,445
| -55% | -$36.9K | ﹤0.01% | 445 |
|
|
2021
Q1 | $69K | Sell |
4,433
-327
| -7% | -$5.09K | 0.01% | 336 |
|
|
2020
Q4 | $67K | Buy |
+4,760
| New | +$67K | 0.01% | 326 |
|