KCS Wealth Advisory’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.54M | Sell |
102,956
-19,011
| -16% | -$469K | 1.08% | 27 |
|
|
2023
Q2 | $2.47M | Buy |
121,967
+2,233
| +2% | +$45.3K | 0.86% | 37 |
|
|
2023
Q1 | $2.56M | Sell |
119,734
-829
| -0.7% | -$17.7K | 0.97% | 34 |
|
|
2022
Q4 | $2.25M | Buy |
120,563
+5,639
| +5% | +$105K | 0.94% | 37 |
|
|
2022
Q3 | $1.67M | Buy |
114,924
+20,005
| +21% | +$290K | 0.77% | 45 |
|
|
2022
Q2 | $1.54M | Buy |
94,919
+13,560
| +17% | +$220K | 0.68% | 53 |
|
|
2022
Q1 | $1.59M | Buy |
81,359
+14,803
| +22% | +$289K | 0.74% | 55 |
|
|
2021
Q4 | $1.19M | Buy |
66,556
+4,999
| +8% | +$89.3K | 0.48% | 71 |
|
|
2021
Q3 | $981K | Buy |
61,557
+38,491
| +167% | +$613K | 0.46% | 73 |
|
|
2021
Q2 | $354K | Buy |
23,066
+11,290
| +96% | +$173K | 0.17% | 120 |
|
|
2021
Q1 | $183K | Buy |
+11,776
| New | +$183K | 0.09% | 146 |
|
|
2019
Q4 | – | Sell |
-32,844
| Closed | -$371K | – | 383 |
|
|
2019
Q3 | $371K | Sell |
32,844
-932
| -3% | -$10.5K | 0.26% | 117 |
|
|
2019
Q2 | $400K | Sell |
33,776
-761
| -2% | -$9.01K | 0.32% | 112 |
|
|
2019
Q1 | $418K | Buy |
34,537
+2,805
| +9% | +$33.9K | 0.36% | 107 |
|
|
2018
Q4 | $393K | Buy |
+31,732
| New | +$393K | 0.41% | 102 |
|