JWM
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Jupiter Wealth Management’s UBS Group UBS Stock Holding History

Jupiter Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50,000
Closed -$657K – 93
2019
Q4 		$657K Buy
50,000
+30,000
+150% +$394K 0.32% 46
2019
Q3 		$226K Buy
+20,000
New +$226K 0.12% 71