Holistic Financial Partners’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	-5,536	Closed	-$98K	–	348
2018 Q1	$98K	Buy	5,536 +305	+6%	+$5.4K	0.08%	113
2017 Q4	$96K	Buy	+5,231	New	+$96K	0.08%	120