IAG Wealth Partners’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,915	Closed	-$58.1K	–	533
2024 Q4	$58.1K	Hold	1,915	–	–	0.01%	183
2024 Q3	$59.2K	Buy	+1,915	New	+$59.2K	0.01%	173