WR Wealth Planners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.61K | Sell |
218
-3
| -1% | -$91 | ﹤0.01% | 648 |
|
|
2024
Q3 | $6.83K | Sell |
221
-78
| -26% | -$2.41K | ﹤0.01% | 688 |
|
|
2024
Q2 | $8.83K | Buy |
299
+2
| +0.7% | +$59 | ﹤0.01% | 615 |
|
|
2024
Q1 | $9.12K | Buy |
+297
| New | +$9.12K | ﹤0.01% | 616 |
|
|
2023
Q4 | – | Sell |
-462
| Closed | -$11.4K | – | 816 |
|
|
2023
Q3 | $11.4K | Buy |
462
+36
| +8% | +$887 | ﹤0.01% | 525 |
|
|
2023
Q2 | $8.64K | Sell |
426
-15
| -3% | -$304 | ﹤0.01% | 602 |
|
|
2023
Q1 | $9.41K | Buy |
+441
| New | +$9.41K | ﹤0.01% | 571 |
|