WealthSource Partners’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-13,077
Closed -$148K 458
2019
Q3
$148K Sell
13,077
-1,738
-12% -$19.7K 0.02% 416
2019
Q2
$176K Buy
+14,815
New +$176K 0.03% 430