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American Trust’s UBS Group UBS Stock Holding History

American Trust’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
-9,217
Closed -$285K – 316
2023
Q4 		$285K Buy
+9,217
New +$285K 0.02% 216