JSW
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Journey Strategic Wealth’s UBS Group UBS Stock Holding History

Journey Strategic Wealth’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
8,794
-328
-4% -$11.1K 0.01% 438
2025
Q1 		$279K Buy
+9,122
New +$279K 0.01% 355