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Grey Fox Wealth Advisors’s UBS Group UBS Stock Holding History

Grey Fox Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-47
Closed -$1K – 476
2023
Q1 		$1K Hold
47
– – ﹤0.01% 459
2022
Q4 		$877 Buy
+47
New +$877 ﹤0.01% 365