Wedbush Securities’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,967
| Closed | -$383K | – | 1244 |
|
|
2024
Q2 | $383K | Sell |
12,967
-4,416
| -25% | -$130K | 0.01% | 738 |
|
|
2024
Q1 | $534K | Buy |
17,383
+10,630
| +157% | +$327K | 0.02% | 618 |
|
|
2023
Q4 | $209K | Buy |
+6,753
| New | +$209K | 0.01% | 943 |
|
|
2019
Q4 | – | Sell |
-19,146
| Closed | -$217K | – | 1033 |
|
|
2019
Q3 | $217K | Buy |
19,146
+812
| +4% | +$9.2K | 0.02% | 788 |
|
|
2019
Q2 | $217K | Buy |
+18,334
| New | +$217K | 0.02% | 784 |
|