Prestige Wealth Management Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-458
| Closed | -$8.55K | – | 1152 |
|
|
2022
Q4 | $8.55K | Buy |
+458
| New | +$8.55K | ﹤0.01% | 488 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$8K | – | 1073 |
|
|
2022
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 484 |
|
|
2019
Q1 | – | Sell |
-142
| Closed | -$2K | – | 1099 |
|
|
2018
Q4 | $2K | Buy |
+142
| New | +$2K | ﹤0.01% | 884 |
|