Rise Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-725	Closed	-$22K	–	1568
2024 Q4	$22K	Hold	725	–	–	0.01%	595
2024 Q3	$22.4K	Hold	725	–	–	0.01%	618
2024 Q2	$21.4K	Buy	725 +15	+2%	+$443	0.01%	598
2024 Q1	$21.8K	Buy	+710	New	+$21.8K	0.01%	593