PIA
UBS icon

Powell Investment Advisors’s UBS Group UBS Stock Holding History

Powell Investment Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,000
Closed -$320K – 139
2023
Q1 		$320K Buy
+15,000
New +$320K 0.18% 83