Rakuten Securities’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 | – | Sell |
-1,466
| Closed | -$44.9K | – | 888 |
|
2025
Q1 | $44.9K | Buy |
1,466
+461
| +46% | +$14.1K | 0.02% | 227 |
|
2024
Q4 | $30.5K | Buy |
+1,005
| New | +$30.5K | 0.01% | 255 |
|
2024
Q3 | – | Sell |
-1,060
| Closed | -$31.3K | – | 789 |
|
2024
Q2 | $31.3K | Buy |
1,060
+60
| +6% | +$1.77K | 0.01% | 215 |
|
2024
Q1 | $30.7K | Buy |
1,000
+900
| +900% | +$27.6K | 0.01% | 227 |
|
2023
Q4 | $3.09K | Buy |
+100
| New | +$3.09K | ﹤0.01% | 397 |
|