Institutional & Family Asset Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14	Closed	-$2K	–	996
2021 Q1	$2K	Sell	14 -8	-36%	-$1.14K	﹤0.01%	814
2020 Q4	$3K	Buy	22 +9	+69%	+$1.23K	﹤0.01%	720
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	801
2020 Q2	$1K	Buy	+13	New	+$1K	﹤0.01%	796