Adams Wealth Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-57,787	Closed	-$1.42M	–	104
2023 Q3	$1.42M	Buy	57,787 +1,038	+2%	+$25.6K	0.48%	29
2023 Q2	$1.15M	Buy	56,749 +10,970	+24%	+$222K	0.36%	48
2023 Q1	$977K	Buy	+45,779	New	+$977K	0.32%	60