Connective Portfolio 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 Q2	–	Sell	-36,826	Closed	-$1.13M	–	64
2024 Q1	$1.13M	Hold	36,826	–	–	1.99%	21
2023 Q4	$1.14M	Buy	36,826 +800	+2%	+$24.7K	2.32%	16
2023 Q3	$888K	Buy	+36,026	New	+$888K	2.7%	17