1WM
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1900 Wealth Management’s UBS Group UBS Stock Holding History

1900 Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,268
Closed -$225K – 287
2023
Q4 		$225K Buy
+7,268
New +$225K 0.02% 275