Strategic Wealth Partners’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.62K	Buy	+255	New	+$8.62K	﹤0.01%	809
2019 Q2	–	Sell	-437	Closed	-$5K	–	824
2019 Q1	$5K	Buy	+437	New	+$5K	﹤0.01%	640
2018 Q2	–	Sell	-685	Closed	-$12K	–	832
2018 Q1	$12K	Buy	+685	New	+$12K	0.01%	471