KCS Wealth Advisory’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $981K | Buy |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $183K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $418K | Buy |
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|
2018
Q4 | $393K | Buy |
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