Carolinas Wealth Consulting’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	-32	Closed	-$982	–	1155
2023 Q4	$982	Sell	32 -11	-26%	-$338	﹤0.01%	836
2023 Q3	$1.02K	Hold	43	–	–	﹤0.01%	831
2023 Q2	$878	Sell	43 -3	-7%	-$61	﹤0.01%	928
2023 Q1	$982	Buy	+46	New	+$982	﹤0.01%	898