Lenox 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
2015
Q3
Sell
-434
Closed -$9K 411
2015
Q2
$9K Hold
434
﹤0.01% 156
2015
Q1
$8K Hold
434
﹤0.01% 186
2014
Q4
$7K Hold
434
﹤0.01% 207
2014
Q3
$8K Buy
+434
New +$8K ﹤0.01% 194