Capital Wealth Planning’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,471	Closed	-$233K	–	155
2023 Q2	$233K	Sell	11,471 -15,358	-57%	-$311K	﹤0.01%	126
2023 Q1	$573K	Buy	+26,829	New	+$573K	0.01%	75