MWM
FBGX
Meridian Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-314
| Closed | -$218K | – | 601 |
|
|
2023
Q4 | $218K | Buy |
+314
| New | +$218K | 0.01% | 551 |
|
|
2022
Q2 | – | Sell |
-414
| Closed | -$295K | – | 583 |
|
|
2022
Q1 | $295K | Hold |
414
| – | – | 0.03% | 315 |
|
|
2021
Q4 | $359K | Hold |
414
| – | – | 0.04% | 290 |
|
|
2021
Q3 | $293K | Hold |
414
| – | – | 0.04% | 308 |
|
|
2021
Q2 | $287K | Hold |
414
| – | – | 0.04% | 308 |
|
|
2021
Q1 | $233K | Hold |
414
| – | – | 0.03% | 317 |
|
|
2020
Q4 | $228K | Buy |
+414
| New | +$228K | 0.04% | 295 |
|
|
2019
Q3 | – | Sell |
-414
| Closed | -$1.12K | – | 528 |
|
|
2019
Q2 | $1.12K | Buy |
+414
| New | +$1.12K | 0.05% | 264 |
|