CSat Investment Advisory’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	$856K	Sell	55,121 -787	-1%	-$12.2K	0.72%	60
2020 Q4	$790K	Buy	+55,908	New	+$790K	0.73%	49
2018 Q3	–	Sell	-76,634	Closed	-$1.18M	–	553
2018 Q2	$1.18M	Buy	+76,634	New	+$1.18M	0.63%	41