WPA
Winning Points Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $384K | Buy |
+15,534
| New | +$384K | 0.65% | 21 |
|
|
2024
Q1 | $551K | Hold |
17,821
| – | – | 0.85% | 20 |
|
|
2023
Q4 | $551K | Buy |
17,821
+2,287
| +15% | +$70.7K | 0.85% | 20 |
|
|
2023
Q3 | $384K | Sell |
15,534
-2,287
| -13% | -$56.5K | 0.68% | 21 |
|
|
2023
Q2 | $551K | Buy |
+17,821
| New | +$551K | 0.85% | 20 |
|
|
2022
Q4 | – | Sell |
-27,202
| Closed | -$409K | – | 53 |
|
|
2022
Q3 | $409K | Hold |
27,202
| – | – | 0.5% | 33 |
|
|
2022
Q2 | $441K | Hold |
27,202
| – | – | 0.48% | 34 |
|
|
2022
Q1 | $532K | Buy |
+27,202
| New | +$532K | 0.41% | 36 |
|
|
2021
Q4 | – | Sell |
-27,202
| Closed | -$433K | – | 78 |
|
|
2021
Q3 | $433K | Buy |
27,202
+113
| +0.4% | +$1.8K | 0.32% | 43 |
|
|
2021
Q2 | $416K | Hold |
27,089
| – | – | 0.31% | 45 |
|
|
2021
Q1 | $421K | Buy |
27,089
+857
| +3% | +$13.3K | 0.32% | 48 |
|
|
2020
Q4 | $370K | Buy |
26,232
+995
| +4% | +$14.1K | 0.3% | 45 |
|
|
2020
Q3 | $281K | Buy |
25,237
+2,237
| +10% | +$24.9K | 0.24% | 48 |
|
|
2020
Q2 | $267K | Hold |
23,000
| – | – | 0.25% | 45 |
|
|
2020
Q1 | $213K | Buy |
+23,000
| New | +$213K | 0.21% | 53 |
|