Syverson Strege & Co’s UBS Group UBS Stock Holding History

Syverson Strege & Co’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Sell
2025 Q2	$233K	Buy
2023 Q2	–	Sell
2023 Q1	$17.3K	Buy
2021 Q4	–	Sell
2021 Q3	$15K	Buy