RWB
RMR Wealth Builders’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
6,980
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $214K | Hold |
6,980
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $212K | Hold |
6,980
| – | – | 0.02% | 248 |
|
|
2024
Q3 | $216K | Hold |
6,980
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $206K | Hold |
6,980
| – | – | 0.02% | 239 |
|
|
2024
Q1 | $214K | Hold |
6,980
| – | – | 0.03% | 248 |
|
|
2023
Q4 | $216K | Sell |
6,980
-1,918
| -22% | -$59.3K | 0.03% | 216 |
|
|
2023
Q3 | $219K | Buy |
+8,898
| New | +$219K | 0.04% | 214 |
|
|
2023
Q2 | – | Sell |
-9,580
| Closed | -$204K | – | 219 |
|
|
2023
Q1 | $204K | Buy |
+9,580
| New | +$204K | 0.04% | 200 |
|