Simplicity Solutions’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $297K | Sell |
9,612
-710
| -7% | -$21.9K | 0.01% | 843 |
|
|
2023
Q3 | $254K | Sell |
10,322
-3,146
| -23% | -$77.5K | 0.01% | 819 |
|
|
2023
Q2 | $273K | Sell |
13,468
-878
| -6% | -$17.8K | 0.01% | 865 |
|
|
2023
Q1 | $306K | Buy |
+14,346
| New | +$306K | 0.01% | 839 |
|
|
2022
Q2 | – | Sell |
-23,809
| Closed | -$465K | – | 703 |
|
|
2022
Q1 | $465K | Sell |
23,809
-47,381
| -67% | -$925K | 0.06% | 319 |
|
|
2021
Q4 | $1.27M | Buy |
71,190
+40,219
| +130% | +$719K | 0.14% | 187 |
|
|
2021
Q3 | $494K | Buy |
30,971
+3,992
| +15% | +$63.7K | 0.08% | 281 |
|
|
2021
Q2 | $414K | Buy |
26,979
+4,230
| +19% | +$64.9K | 0.08% | 274 |
|
|
2021
Q1 | $353K | Buy |
+22,749
| New | +$353K | 0.08% | 277 |
|