Bartlett & Co’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	-$5K	–	1072
2021 Q2	$5K	Sell	338 -8,260	-96%	-$122K	﹤0.01%	765
2021 Q1	$134K	Buy	8,598 +8,260	+2,444%	+$129K	﹤0.01%	372
2020 Q4	$5K	Buy	+338	New	+$5K	﹤0.01%	799