Householder Group Estate & Retirement Specialist’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-855
| Closed | -$721K | – | 1375 |
|
|
2024
Q1 | $721K | Hold |
855
| – | – | 0.21% | 97 |
|
|
2023
Q4 | $594K | Hold |
855
| – | – | 0.2% | 101 |
|
|
2023
Q3 | $470K | Buy |
+855
| New | +$470K | 0.17% | 110 |
|
|
2023
Q1 | $412K | Buy |
+855
| New | +$412K | 0.16% | 124 |
|
|
2022
Q4 | – | Sell |
-855
| Closed | -$314K | – | 1220 |
|
|
2022
Q3 | $314K | Hold |
855
| – | – | 0.13% | 152 |
|
|
2022
Q2 | $340K | Hold |
855
| – | – | 0.15% | 141 |
|
|
2022
Q1 | $609K | Hold |
855
| – | – | 0.25% | 103 |
|
|
2021
Q4 | $742K | Buy |
+855
| New | +$742K | 0.28% | 99 |
|