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Sound Income Strategies’s UBS Group UBS Stock Holding History

Sound Income Strategies’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.2K Hold
538
– – ﹤0.01% 771
2025
Q1 		$16.5K Hold
538
– – ﹤0.01% 763
2024
Q4 		$16.3K Sell
538
-294
-35% -$8.91K ﹤0.01% 722
2024
Q3 		$25.7K Buy
832
+128
+18% +$3.96K ﹤0.01% 588
2024
Q2 		$20.8K Buy
704
+270
+62% +$7.98K ﹤0.01% 620
2024
Q1 		$13.3K Hold
434
– – ﹤0.01% 678
2023
Q4 		$13.4K Hold
434
– – ﹤0.01% 672
2023
Q3 		$10.7K Hold
434
– – ﹤0.01% 575
2023
Q2 		$8.8K Hold
434
– – ﹤0.01% 598
2023
Q1 		$9.26K Hold
434
– – ﹤0.01% 571
2022
Q4 		$8.1K Hold
434
– – ﹤0.01% 565
2022
Q3 		$6K Hold
434
– – ﹤0.01% 568
2022
Q2 		$7K Hold
434
– – ﹤0.01% 539
2022
Q1 		$8K Hold
434
– – ﹤0.01% 523
2021
Q4 		$8K Hold
434
– – ﹤0.01% 516
2021
Q3 		$7K Hold
434
– – ﹤0.01% 526
2021
Q2 		$7K Hold
434
– – ﹤0.01% 556
2021
Q1 		$6.74K Hold
434
– – ﹤0.01% 560
2020
Q4 		$6K Hold
434
– – ﹤0.01% 560
2020
Q3 		$5K Hold
434
– – ﹤0.01% 547
2020
Q2 		$5K Hold
434
– – ﹤0.01% 510
2020
Q1 		$4K Sell
434
-529
-55% -$4.88K ﹤0.01% 502
2019
Q4 		$12K Hold
963
– – ﹤0.01% 311
2019
Q3 		$11K Buy
963
+434
+82% +$4.96K ﹤0.01% 308
2019
Q2 		$6K Buy
529
+29
+6% +$329 ﹤0.01% 423
2019
Q1 		$6K Hold
500
– – ﹤0.01% 421
2018
Q4 		$6K Hold
500
– – ﹤0.01% 423
2018
Q3 		$8K Sell
500
-2,162
-81% -$34.6K ﹤0.01% 394
2018
Q2 		$41K Buy
2,662
+2,162
+432% +$33.3K 0.02% 133
2018
Q1 		$9K Buy
+500
New +$9K 0.01% 306