Harbour Investments’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 | $71.2K | Hold |
2,105
| – | – | ﹤0.01% | 1648 |
|
|
2025
Q1 | $64.5K | Hold |
2,105
| – | – | ﹤0.01% | 1646 |
|
|
2024
Q4 | $63.8K | Sell |
2,105
-426
| -17% | -$12.9K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $78.2K | Hold |
2,531
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q2 | $74.8K | Buy |
2,531
+204
| +9% | +$6.03K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $71.5K | Buy |
+2,327
| New | +$71.5K | ﹤0.01% | 1357 |
|