Schubert & Co’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-269
| Closed | -$5.74K | – | 1427 |
|
|
2023
Q1 | $5.74K | Buy |
269
+100
| +59% | +$2.13K | 0.01% | 400 |
|
|
2022
Q4 | $3.16K | Sell |
169
-122
| -42% | -$2.28K | ﹤0.01% | 622 |
|
|
2022
Q3 | $4K | Buy |
291
+30
| +11% | +$412 | ﹤0.01% | 546 |
|
|
2022
Q2 | $4K | Buy |
+261
| New | +$4K | ﹤0.01% | 496 |
|