Thomas J. Herzfeld 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
Q4
Sell
-2,000
Closed -$49.3K 341
2023
Q3
$49.3K Hold
2,000
0.02% 122
2023
Q2
$40.5K Buy
+2,000
New +$40.5K 0.02% 128