Ten Capital Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,491
| Closed | -$31.8K | – | 527 |
|
|
2023
Q1 | $31.8K | Hold |
1,491
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $27.8K | Hold |
1,491
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $22K | Hold |
1,491
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $24K | Hold |
1,491
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $29K | Hold |
1,491
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $27K | Hold |
1,491
| – | – | 0.01% | 194 |
|
|
2021
Q3 | $24K | Hold |
1,491
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $23K | Hold |
1,491
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $23K | Hold |
1,491
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $21K | Buy |
+1,491
| New | +$21K | 0.01% | 211 |
|