Alera 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
2019
Q2
Sell
-1,349
Closed -$16K 950
2019
Q1
$16K Buy
1,349
+122
+10% +$1.45K 0.01% 355
2018
Q4
$15K Buy
+1,227
New +$15K 0.01% 354