Laurel Wealth Planning’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-331
| Closed | -$6.18K | – | 191 |
|
|
2022
Q4 | $6.18K | Hold |
331
| – | – | ﹤0.01% | 176 |
|
|
2022
Q3 | $5K | Hold |
331
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $5K | Hold |
331
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $6K | Hold |
331
| – | – | ﹤0.01% | 216 |
|
|
2021
Q4 | $6K | Hold |
331
| – | – | ﹤0.01% | 165 |
|
|
2021
Q3 | $5K | Buy |
+331
| New | +$5K | ﹤0.01% | 175 |
|