Soltis Investment Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,290	Closed	-$269K	–	285
2023 Q2	$269K	Buy	13,290 +218	+2%	+$4.42K	0.03%	225
2023 Q1	$279K	Sell	13,072 -2,579	-16%	-$55K	0.04%	217
2022 Q4	$292K	Buy	+15,651	New	+$292K	0.04%	203