UBS Group’s Soundwatch Hedged Equity ETF SHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,358
| Closed | -$68.7K | – | 9217 |
|
|
2024
Q4 | $68.7K | Sell |
2,358
-25
| -1% | -$728 | ﹤0.01% | 5881 |
|
|
2024
Q3 | $68.7K | Buy |
2,383
+2,308
| +3,077% | +$66.5K | ﹤0.01% | 5422 |
|
|
2024
Q2 | $2.06K | Buy |
+75
| New | +$2.06K | ﹤0.01% | 7270 |
|
|
2023
Q1 | – | Sell |
-263
| Closed | -$5.53K | – | 8960 |
|
|
2022
Q4 | $5.53K | Buy |
+263
| New | +$5.53K | ﹤0.01% | 7971 |
|