HHM Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,500
| Closed | -$105K | – | 812 |
|
|
2022
Q2 | $105K | Hold |
6,500
| – | – | 0.03% | 187 |
|
|
2022
Q1 | $127K | Hold |
6,500
| – | – | 0.03% | 194 |
|
|
2021
Q4 | $116K | Hold |
6,500
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $104K | Hold |
6,500
| – | – | 0.03% | 201 |
|
|
2021
Q2 | $100K | Hold |
6,500
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $101K | Hold |
6,500
| – | – | 0.03% | 185 |
|
|
2020
Q4 | $92K | Hold |
6,500
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $72K | Hold |
6,500
| – | – | 0.03% | 189 |
|
|
2020
Q2 | $75K | Hold |
6,500
| – | – | 0.03% | 184 |
|
|
2020
Q1 | $60K | Buy |
+6,500
| New | +$60K | 0.03% | 188 |
|