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CreativeOne Wealth’s UBS Group UBS Stock Holding History

CreativeOne Wealth’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,084
Closed -$197K – 808
2022
Q1 		$197K Buy
+10,084
New +$197K 0.01% 708