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LM Advisors’s UBS Group UBS Stock Holding History

LM Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,244
Closed -$131K – 674
2023
Q4 		$131K Buy
+4,244
New +$131K 0.03% 227