Simplicity Solutions’s UBS Group UBS Stock Holding History

Simplicity Solutions’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$297K	Sell
2023 Q3	$254K	Sell
2023 Q2	$273K	Sell
2023 Q1	$306K	Buy
2022 Q2	–	Sell
2022 Q1	$465K	Sell
2021 Q4	$1.27M	Buy
2021 Q3	$494K	Buy
2021 Q2	$414K	Buy
2021 Q1	$353K	Buy