UBS Group’s FundX Conservative ETF XRLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $50.9K | Buy |
1,149
+127
| +12% | +$5.62K | ﹤0.01% | 6470 |
|
2025
Q1 | $42.5K | Sell |
1,022
-558
| -35% | -$23.2K | ﹤0.01% | 6410 |
|
2024
Q4 | $69.2K | Buy |
1,580
+739
| +88% | +$32.4K | ﹤0.01% | 5871 |
|
2024
Q3 | $36.6K | Buy |
+841
| New | +$36.6K | ﹤0.01% | 5821 |
|
2024
Q2 | – | Sell |
-4
| Closed | -$161 | – | 8839 |
|
2024
Q1 | $161 | Sell |
4
-9
| -69% | -$362 | ﹤0.01% | 7596 |
|
2023
Q4 | $492 | Buy |
+13
| New | +$492 | ﹤0.01% | 7418 |
|