Truvestments Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203 | Sell |
6
-460
| -99% | -$15.6K | ﹤0.01% | 923 |
|
|
2025
Q1 | $14.3K | Buy |
+466
| New | +$14.3K | ﹤0.01% | 600 |
|
|
2022
Q1 | – | Sell |
-417
| Closed | -$7K | – | 521 |
|
|
2021
Q4 | $7K | Hold |
417
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $7K | Hold |
417
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $6K | Buy |
417
+8
| +2% | +$115 | ﹤0.01% | 443 |
|
|
2021
Q1 | $6K | Hold |
409
| – | – | ﹤0.01% | 510 |
|
|
2020
Q4 | $5K | Buy |
+409
| New | +$5K | ﹤0.01% | 500 |
|
|
2020
Q3 | – | Sell |
-827
| Closed | -$9K | – | 537 |
|
|
2020
Q2 | $9K | Sell |
827
-242
| -23% | -$2.63K | 0.01% | 393 |
|
|
2020
Q1 | $9K | Buy |
+1,069
| New | +$9K | 0.01% | 364 |
|
|
2019
Q4 | – | Sell |
-1,069
| Closed | -$12K | – | 556 |
|
|
2019
Q3 | $12K | Hold |
1,069
| – | – | 0.01% | 480 |
|
|
2019
Q2 | $13K | Buy |
1,069
+58
| +6% | +$705 | 0.01% | 497 |
|
|
2019
Q1 | $12K | Buy |
+1,011
| New | +$12K | 0.01% | 497 |
|
|
2018
Q3 | $16K | Buy |
+1,011
| New | +$16K | 0.01% | 560 |
|