Resurgent 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 Q1	–	Sell	-1,048	Closed	-$32.4K	–	449
2023 Q4	$32.4K	Buy	1,048 +5	+0.5%	+$154	0.02%	415
2023 Q3	$25.7K	Hold	1,043	–	–	0.02%	441
2023 Q2	$21.1K	Hold	1,043	–	–	0.01%	491
2023 Q1	$22.3K	Buy	+1,043	New	+$22.3K	0.01%	458