AJ Wealth Strategies’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$533K Buy
26,275
+382
+1% +$7.74K 0.03% 178
2023
Q1
$553K Buy
+25,893
New +$553K 0.03% 170