Laurel Wealth Advisors (California)’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.06M Sell
56,509
-13,000
-19% -$243K 0.1% 204
2022
Q3
$1.01M Hold
69,509
0.11% 208
2022
Q2
$1.13M Buy
69,509
+17,000
+32% +$276K 0.12% 196
2022
Q1
$1.03M Buy
+52,509
New +$1.03M 0.08% 241