RWA
Redhawk Wealth Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,967
| Closed | -$306K | – | 342 |
|
|
2024
Q1 | $306K | Sell |
9,967
-300
| -3% | -$9.22K | 0.05% | 243 |
|
|
2023
Q4 | $317K | Hold |
10,267
| – | – | 0.06% | 216 |
|
|
2023
Q3 | $253K | Buy |
+10,267
| New | +$253K | 0.08% | 165 |
|
|
2019
Q3 | – | Sell |
-1,032
| Closed | -$12K | – | 414 |
|
|
2019
Q2 | $12K | Buy |
+1,032
| New | +$12K | ﹤0.01% | 357 |
|