Next Financial Group’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-350
Closed -$8K 2514
2016
Q2
$8K Hold
350
﹤0.01% 1302
2016
Q1
$6K Buy
350
+150
+75% +$2.57K ﹤0.01% 1352
2015
Q4
$4K Buy
+200
New +$4K ﹤0.01% 1489