Money Concepts Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50,068
| Closed | -$1.07M | – | 482 |
|
|
2023
Q1 | $1.07M | Sell |
50,068
-3,556
| -7% | -$76K | 0.06% | 206 |
|
|
2022
Q4 | $1M | Sell |
53,624
-3,040
| -5% | -$56.8K | 0.04% | 294 |
|
|
2022
Q3 | $822K | Buy |
56,664
+55,596
| +5,206% | +$807K | 0.05% | 245 |
|
|
2022
Q2 | $17K | Sell |
1,068
-760
| -42% | -$12.1K | ﹤0.01% | 929 |
|
|
2022
Q1 | $36K | Buy |
+1,828
| New | +$36K | ﹤0.01% | 1368 |
|