Nordwand Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-46,513
| Closed | -$1.43M | – | 175 |
|
|
2024
Q1 | $1.43M | Hold |
46,513
| – | – | 0.56% | 18 |
|
|
2023
Q4 | $1.44M | Hold |
46,513
| – | – | 0.38% | 28 |
|
|
2023
Q3 | $1.15M | Hold |
46,513
| – | – | 0.23% | 27 |
|
|
2023
Q2 | $943K | Buy |
46,513
+1,293
| +3% | +$26.2K | 0.16% | 30 |
|
|
2023
Q1 | $965K | Hold |
45,220
| – | – | 0.16% | 30 |
|
|
2022
Q4 | $844K | Buy |
+45,220
| New | +$844K | 0.11% | 45 |
|