Mason Investment Advisory Services’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-53,082	Closed	-$668K	–	96
2019 Q4	$668K	Sell	53,082 -179	-0.3%	-$2.25K	0.1%	63
2019 Q3	$602K	Hold	53,261	–	–	0.1%	62
2019 Q2	$631K	Hold	53,261	–	–	0.11%	58
2019 Q1	$645K	Buy	+53,261	New	+$645K	0.18%	59