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Kestra Private Wealth Services’s UBS Group UBS Stock Holding History

Kestra Private Wealth Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,674
Closed -$263K – 1566
2024
Q4 		$263K Sell
8,674
-294
-3% -$8.91K ﹤0.01% 1180
2024
Q3 		$277K Buy
+8,968
New +$277K 0.01% 1113