Oliver Lagore Vanvalin Investment Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51K | Buy |
+180
| New | +$5.51K | ﹤0.01% | 483 |
|
|
2024
Q4 | $5.46K | Hold |
180
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $5.56K | Sell |
180
-416
| -70% | -$12.9K | ﹤0.01% | 492 |
|
|
2024
Q2 | $17.6K | Buy |
596
+416
| +231% | +$12.3K | 0.01% | 349 |
|
|
2024
Q1 | $5.53K | Hold |
180
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $5.56K | Hold |
180
| – | – | ﹤0.01% | 496 |
|
|
2023
Q3 | $4.44K | Buy |
+180
| New | +$4.44K | ﹤0.01% | 568 |
|