Salem Investment Counselors’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 | $9.13K | Hold |
270
| – | – | ﹤0.01% | 871 |
|
|
2025
Q1 | $8.27K | Hold |
270
| – | – | ﹤0.01% | 862 |
|
|
2024
Q4 | $8.19K | Hold |
270
| – | – | ﹤0.01% | 860 |
|
|
2024
Q3 | $8.35K | Sell |
270
-44
| -14% | -$1.36K | ﹤0.01% | 857 |
|
|
2024
Q2 | $9.28K | Hold |
314
| – | – | ﹤0.01% | 847 |
|
|
2024
Q1 | $9.65K | Buy |
+314
| New | +$9.65K | ﹤0.01% | 840 |
|
|
2017
Q1 | – | Sell |
-303
| Closed | -$5K | – | 670 |
|
|
2016
Q4 | $5K | Buy |
+303
| New | +$5K | ﹤0.01% | 541 |
|