Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-151,529
| Closed | -$4.68M | – | 174 |
|
|
2024
Q3 | $4.68M | Buy |
151,529
+64,136
| +73% | +$1.98M | 0.56% | 47 |
|
|
2024
Q2 | $2.58M | Sell |
87,393
-62,228
| -42% | -$1.84M | 0.55% | 47 |
|
|
2024
Q1 | $4.6M | Buy |
149,621
+7,867
| +6% | +$242K | 0.57% | 44 |
|
|
2023
Q4 | $4.38M | Buy |
141,754
+1,367
| +1% | +$42.2K | 0.58% | 42 |
|
|
2023
Q3 | $3.46M | Buy |
140,387
+3,888
| +3% | +$95.9K | 0.49% | 45 |
|
|
2023
Q2 | $2.77M | Buy |
136,499
+3,377
| +3% | +$68.5K | 0.41% | 54 |
|
|
2023
Q1 | $2.84M | Buy |
+133,122
| New | +$2.84M | 2.14% | 6 |
|