Arete Wealth Advisors’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,429
Closed -$175K 391
2018
Q2
$175K Buy
11,429
+158
+1% +$2.42K 0.04% 353
2018
Q1
$199K Buy
+11,271
New +$199K 0.07% 302