Cumberland Partners’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	-21,325	Closed	-$258K	–	183
2019 Q1	$258K	Buy	21,325 +3,400	+19%	+$41.1K	0.03%	154
2018 Q4	$222K	Buy	17,925 +2,075	+13%	+$25.7K	0.03%	158
2018 Q3	$249K	Buy	+15,850	New	+$249K	0.02%	167