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Fortis Capital Advisors’s UBS Group UBS Stock Holding History

Fortis Capital Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,850
Closed -$639K – 287
2025
Q1 		$639K Buy
+20,850
New +$639K 0.13% 135