O'Dell Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,356
| Closed | -$72.8K | – | 452 |
|
2023
Q4 | $72.8K | Buy |
+2,356
| New | +$72.8K | 0.02% | 170 |
|
2023
Q3 | – | Sell |
-2,356
| Closed | -$47.8K | – | 456 |
|
2023
Q2 | $47.8K | Buy |
+2,356
| New | +$47.8K | 0.01% | 195 |
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 381 |
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 494 |
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 562 |
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 583 |
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 548 |
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 506 |
|