Bartlett & Co 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
2021 Q3	–	Sell	-338	Closed	-$5.19K	–	1077
2021 Q2	$5.19K	Sell	338 -8,260	-96%	-$127K	﹤0.01%	755
2021 Q1	$134K	Buy	8,598 +8,260	+2,444%	+$128K	﹤0.01%	372
2020 Q4	$4.78K	Buy	+338	New	+$4.78K	﹤0.01%	796