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Selective Wealth Management’s UBS Group UBS Stock Holding History

Selective Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,528
Closed -$124K – 678
2022
Q3 		$124K Hold
8,528
– – 0.05% 175
2022
Q2 		$138K Buy
8,528
+3,407
+67% +$55.1K 0.05% 185
2022
Q1 		$100K Buy
+5,121
New +$100K 0.04% 211