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Naples Money Management’s UBS Group UBS Stock Holding History

Naples Money Management’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
-1,646
Closed -$50.9K – 455
2023
Q4 		$50.9K Buy
+1,646
New +$50.9K 0.05% 91