UBS Group’s LifeGoal Wealth Builder ETF WLTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,190
| Closed | -$9K | – | 10128 |
|
|
2022
Q3 | $9K | Buy |
+1,190
| New | +$9K | ﹤0.01% | 7545 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 10133 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 9938 |
|
|
2021
Q4 | – | Sell |
-1,560
| Closed | -$15K | – | 9654 |
|
|
2021
Q3 | $15K | Buy |
+1,560
| New | +$15K | ﹤0.01% | 6400 |
|