HighMark Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-133
| Closed | -$2.48K | – | 616 |
|
|
2022
Q4 | $2.48K | Sell |
133
-42
| -24% | -$784 | ﹤0.01% | 417 |
|
|
2022
Q3 | $3K | Hold |
175
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $3K | Hold |
175
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $3K | Sell |
175
-57
| -25% | -$977 | ﹤0.01% | 421 |
|
|
2021
Q4 | $4K | Hold |
232
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $4K | Sell |
232
-23
| -9% | -$397 | ﹤0.01% | 397 |
|
|
2021
Q2 | $4K | Hold |
255
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $4K | Buy |
255
+41
| +19% | +$643 | ﹤0.01% | 376 |
|
|
2020
Q4 | $3K | Hold |
214
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $2K | Sell |
214
-61
| -22% | -$570 | ﹤0.01% | 403 |
|
|
2020
Q2 | $3K | Hold |
275
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $2K | Sell |
275
-93
| -25% | -$676 | ﹤0.01% | 311 |
|
|
2019
Q4 | $4K | Buy |
+368
| New | +$4K | ﹤0.01% | 308 |
|