McClarren Financial Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | – | – | 280 |
|
|
2025
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 366 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | – | – | 301 |
|
|
2024
Q3 | $0 | Sell |
16
-13
| -45% | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $0 | Buy |
29
+12
| +71% | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $1K | Buy |
17
+1
| +6% | +$59 | ﹤0.01% | 341 |
|
|
2023
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 477 |
|