Interchange Capital Partners’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-14,910	Closed	-$237K	–	192
2021 Q3	$237K	Hold	14,910	–	–	0.4%	85
2021 Q2	$228K	Buy	14,910 +5,658	+61%	+$86.5K	0.35%	88
2021 Q1	$331K	Sell	9,252 -4,864	-34%	-$174K	0.18%	161
2020 Q4	$199K	Buy	+14,116	New	+$199K	0.11%	211