MGO One Seven’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,107
| Closed | -$210K | – | 1035 |
|
|
2024
Q2 | $210K | Sell |
7,107
-1,341
| -16% | -$39.6K | 0.01% | 893 |
|
|
2024
Q1 | $260K | Sell |
8,448
-653
| -7% | -$20.1K | 0.01% | 768 |
|
|
2023
Q4 | $281K | Buy |
9,101
+158
| +2% | +$4.88K | 0.02% | 716 |
|
|
2023
Q3 | $220K | Buy |
+8,943
| New | +$220K | 0.02% | 726 |
|
|
2023
Q2 | – | Sell |
-16,316
| Closed | -$348K | – | 904 |
|
|
2023
Q1 | $348K | Buy |
+16,316
| New | +$348K | 0.02% | 613 |
|
|
2022
Q2 | – | Sell |
-10,150
| Closed | -$198K | – | 719 |
|
|
2022
Q1 | $198K | Sell |
10,150
-2,801
| -22% | -$54.6K | 0.02% | 621 |
|
|
2021
Q4 | $232K | Buy |
+12,951
| New | +$232K | 0.02% | 574 |
|
|
2019
Q1 | – | Sell |
-1,909
| Closed | -$23K | – | 1562 |
|
|
2018
Q4 | $23K | Buy |
+1,909
| New | +$23K | 0.01% | 876 |
|
|
2018
Q1 | $60K | Sell |
3,413
-423
| -11% | -$7.44K | 0.03% | 565 |
|
|
2017
Q4 | $71K | Buy |
+3,836
| New | +$71K | 0.03% | 517 |
|