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Simplicity Wealth’s UBS Group UBS Stock Holding History

Simplicity Wealth’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,527
Closed -$311K – 1157
2024
Q2 		$311K Sell
10,527
-1,207
-10% -$35.7K 0.01% 933
2024
Q1 		$360K Buy
+11,734
New +$360K 0.01% 851