Householder Group Estate & Retirement Specialist’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-867
| Closed | -$26K | – | 1174 |
|
|
2024
Q3 | $26K | Buy |
867
+2
| +0.2% | +$60 | 0.01% | 625 |
|
|
2024
Q2 | $25K | Buy |
865
+107
| +14% | +$3.09K | 0.01% | 635 |
|
|
2024
Q1 | $23.3K | Hold |
758
| – | – | 0.01% | 649 |
|
|
2023
Q4 | $23K | Sell |
758
-100
| -12% | -$3.03K | 0.01% | 618 |
|
|
2023
Q3 | $21.2K | Buy |
+858
| New | +$21.2K | 0.01% | 630 |
|
|
2023
Q1 | $20K | Buy |
958
+800
| +506% | +$16.7K | 0.01% | 638 |
|
|
2022
Q4 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 322 |
|