WealthPLAN Partners’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	-17	Closed	-$345	–	1108
2023 Q2	$345	Buy	+17	New	+$345	﹤0.01%	1194
2016 Q3	$1.65K	Sell	119 -119	-50%	-$1.65K	﹤0.01%	869
2016 Q2	$1.54K	Buy	+238	New	+$1.54K	﹤0.01%	2280