Polaris Wealth Advisory Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-323
| Closed | -$221K | – | 181 |
|
|
2022
Q1 | $221K | Hold |
323
| – | – | 0.01% | 147 |
|
|
2021
Q4 | $280K | Hold |
323
| – | – | 0.02% | 151 |
|
|
2021
Q3 | $236K | Hold |
323
| – | – | 0.01% | 154 |
|
|
2021
Q2 | $225K | Hold |
323
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $202K | Buy |
+323
| New | +$202K | 0.01% | 167 |
|
|
2018
Q4 | – | Sell |
-173
| Closed | -$52K | – | 489 |
|
|
2018
Q3 | $52K | Buy |
+173
| New | +$52K | ﹤0.01% | 245 |
|
|
2018
Q2 | – | Sell |
-173
| Closed | -$40K | – | 442 |
|
|
2018
Q1 | $40K | Buy |
+173
| New | +$40K | ﹤0.01% | 235 |
|