SIA
Schechter Investment Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.02M | Sell |
33,416
-8,004
| -19% | -$245K | 0.08% | 230 |
|
|
2024
Q4 | $1.26M | Buy |
41,420
+221
| +0.5% | +$6.7K | 0.1% | 198 |
|
|
2024
Q3 | $1.27M | Sell |
41,199
-462
| -1% | -$14.3K | 0.09% | 202 |
|
|
2024
Q2 | $1.23M | Buy |
41,661
+1,168
| +3% | +$34.5K | 0.09% | 197 |
|
|
2024
Q1 | $1.24M | Buy |
40,493
+5,121
| +14% | +$157K | 0.09% | 201 |
|
|
2023
Q4 | $1.09M | Sell |
35,372
-10,091
| -22% | -$312K | 0.09% | 212 |
|
|
2023
Q3 | $1.12M | Sell |
45,463
-12,593
| -22% | -$310K | 0.11% | 201 |
|
|
2023
Q2 | $1.18M | Buy |
58,056
+5,729
| +11% | +$116K | 0.11% | 218 |
|
|
2023
Q1 | $1.12M | Sell |
52,327
-12,585
| -19% | -$269K | 0.1% | 228 |
|
|
2022
Q4 | $1.21M | Sell |
64,912
-705
| -1% | -$13.2K | 0.11% | 229 |
|
|
2022
Q3 | $952K | Sell |
65,617
-779
| -1% | -$11.3K | 0.09% | 292 |
|
|
2022
Q2 | $1.08M | Sell |
66,396
-3,503
| -5% | -$56.8K | 0.1% | 265 |
|
|
2022
Q1 | $1.37M | Sell |
69,899
-21,171
| -23% | -$414K | 0.13% | 196 |
|
|
2021
Q4 | $1.63M | Buy |
+91,070
| New | +$1.63M | 0.15% | 160 |
|