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CFM Wealth Partners’s UBS Group UBS Stock Holding History

CFM Wealth Partners’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,079
Closed -$20K – 544
2020
Q1 		$20K Buy
+2,079
New +$20K 0.01% 368