JFS Wealth Advisors’s USB AG (NEW) OUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-6,390
Closed -$111K 563
2014
Q3
$111K Buy
6,390
+1,590
+33% +$27.6K 0.02% 118
2014
Q2
$88K Buy
+4,800
New +$88K 0.02% 137