Colonial Trust Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,272	Closed	-$39.1K	–	1015
2024 Q1	$39.1K	Buy	1,272 +1,250	+5,682%	+$38.4K	﹤0.01%	362
2023 Q4	$680	Hold	22	–	–	﹤0.01%	799
2023 Q3	$542	Sell	22 -40	-65%	-$985	﹤0.01%	822
2023 Q2	$1.26K	Buy	+62	New	+$1.26K	﹤0.01%	778