UBS Group’s FundX Flexible ETF XFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23K | Sell |
100
-496
| -83% | -$11.1K | ﹤0.01% | 9322 |
|
|
2025
Q4 | $13.3K | Buy |
+596
| New | +$14.6K | ﹤0.01% | 8058 |
|
|
2025
Q2 | – | Sell |
-1,257
| Closed | -$30K | – | 10898 |
|
|
2025
Q1 | $30K | Sell |
1,257
-292
| -19% | -$7.03K | ﹤0.01% | 7945 |
|
|
2024
Q4 | $37.1K | Buy |
1,549
+1,541
| +19,263% | +$38.8K | ﹤0.01% | 7489 |
|
|
2024
Q3 | $204 | Sell |
8
-1,150
| -99% | -$28.7K | ﹤0.01% | 9074 |
|
|
2024
Q2 | $28.2K | Buy |
+1,158
| New | +$28.1K | ﹤0.01% | 7096 |
|
|
2024
Q1 | – | Sell |
-141
| Closed | -$3.39K | – | 10107 |
|
|
2023
Q4 | $3.39K | Buy |
+141
| New | +$3.43K | ﹤0.01% | 7981 |
|
