New Wave Wealth 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
Q1
Sell
-61
Closed -$1.85K 638
2024
Q4
$1.85K Buy
+61
New +$1.85K ﹤0.01% 563