SYSTM Wealth Solutions’s UBS Group UBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,206	Closed	-$94.7K	–	602
2024 Q2	$94.7K	Sell	3,206 -9,459	-75%	-$279K	0.02%	247
2024 Q1	$389K	Sell	12,665 -2,961	-19%	-$91K	0.05%	311
2023 Q4	$483K	Buy	+15,626	New	+$483K	0.07%	278