Tradition Wealth Management’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	-103	Closed	-$3K	–	1135
2023 Q4	$3K	Sell	103 -158	-61%	-$4.6K	﹤0.01%	1255
2023 Q3	$6K	Hold	261	–	–	﹤0.01%	1145
2023 Q2	$5K	Buy	+261	New	+$5K	﹤0.01%	1224