Bourgeon Capital Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-101	Closed	-$3.12K	–	362
2023 Q4	$3.12K	Buy	101 +42	+71%	+$1.3K	﹤0.01%	288
2023 Q3	$1.46K	Buy	+59	New	+$1.46K	﹤0.01%	296