ME
McIlrath & Eck’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
991
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $30.4K | Hold |
991
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $30K | Hold |
991
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $30.6K | Hold |
991
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $29.3K | Buy |
991
+120
| +14% | +$3.55K | ﹤0.01% | 364 |
|
|
2024
Q1 | $26.8K | Buy |
+871
| New | +$26.8K | ﹤0.01% | 392 |
|
|
2020
Q1 | – | Sell |
-1,422
| Closed | -$18K | – | 710 |
|
|
2019
Q4 | $18K | Hold |
1,422
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $16K | Hold |
1,422
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $17K | Hold |
1,422
| – | – | 0.01% | 229 |
|
|
2019
Q1 | $17K | Buy |
1,422
+772
| +119% | +$9.23K | 0.01% | 229 |
|
|
2018
Q4 | $8K | Hold |
650
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $10K | Hold |
650
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $10K | Buy |
+650
| New | +$10K | 0.01% | 282 |
|