Harbor 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
2024 Q2	–	Sell	-21	Closed	-$645	–	1453
2024 Q1	$645	Buy	+21	New	+$645	﹤0.01%	1248
2020 Q1	–	Sell	-1	Closed	–	–	1182
2019 Q4	$0	Buy	+1	New	–	﹤0.01%	977