Calton & Associates’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,629	Closed	-$223K	–	391
2018 Q1	$223K	Sell	12,629 -700	-5%	-$12.4K	0.06%	310
2017 Q4	$272K	Buy	+13,329	New	+$272K	0.07%	272