Northwest Financial Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$31	–	511
2024 Q3	$31	Buy	+1	New	+$31	﹤0.01%	560