swisspartners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.21M | Buy |
65,229
+3,000
| +5% | +$55.8K | 1.55% | 23 |
|
|
2022
Q3 | $912K | Buy |
62,229
+1,701
| +3% | +$24.9K | 0.94% | 32 |
|
|
2022
Q2 | $1.01M | Hold |
60,528
| – | – | 0.96% | 29 |
|
|
2022
Q1 | $1.19M | Sell |
60,528
-2,045
| -3% | -$40.2K | 0.94% | 31 |
|
|
2021
Q4 | $1.14M | Hold |
62,573
| – | – | 0.81% | 31 |
|
|
2021
Q3 | $1.01M | Sell |
62,573
-1,500
| -2% | -$24.1K | 0.78% | 31 |
|
|
2021
Q2 | $981K | Sell |
64,073
-2,609
| -4% | -$39.9K | 0.7% | 39 |
|
|
2021
Q1 | $1.04M | Hold |
66,682
| – | – | 0.84% | 31 |
|
|
2020
Q4 | $926K | Buy |
+66,682
| New | +$926K | 0.81% | 31 |
|