RFP Financial Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,321
| Closed | -$39K | – | 753 |
|
|
2024
Q2 | $39K | Sell |
1,321
-108
| -8% | -$3.19K | 0.01% | 263 |
|
|
2024
Q1 | $43.9K | Buy |
1,429
+526
| +58% | +$16.2K | 0.02% | 223 |
|
|
2023
Q4 | $27.9K | Buy |
903
+452
| +100% | +$14K | 0.01% | 261 |
|
|
2023
Q3 | $11.1K | Hold |
451
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $9.14K | Hold |
451
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $9.63K | Hold |
451
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $8.42K | Buy |
+451
| New | +$8.42K | ﹤0.01% | 415 |
|