HAG
HighPoint Advisor Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
8,185
+744
| +10% | +$25.2K | 0.01% | 546 |
|
|
2025
Q1 | $227K | Sell |
7,441
-192
| -3% | -$5.86K | 0.01% | 583 |
|
|
2024
Q4 | $253K | Buy |
7,633
+349
| +5% | +$11.6K | 0.01% | 573 |
|
|
2024
Q3 | $227K | Buy |
+7,284
| New | +$227K | 0.01% | 579 |
|
|
2024
Q1 | – | Sell |
-6,501
| Closed | -$205K | – | 667 |
|
|
2023
Q4 | $205K | Buy |
+6,501
| New | +$205K | 0.01% | 586 |
|