Harbour Capital Advisors’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,890
Closed -$565K 309
2024
Q3
$565K Buy
17,890
+9,065
+103% +$286K 0.13% 161
2024
Q2
$264K Buy
+8,825
New +$264K 0.06% 242