Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,670
Closed -$68K 2368
2021
Q1
$68K Buy
2,670
+1,474
+123% +$36.4K ﹤0.01% 1231
2020
Q4
$24K Buy
+1,196
New +$17.2K ﹤0.01% 1384
2019
Q4
Sell
-18,141
Closed -$135K 1472
2019
Q3
$135K Buy
+18,141
New +$161K 0.04% 385
2018
Q3
Sell
-4,403
Closed -$57K 1182
2018
Q2
$57K Buy
+4,403
New +$52.7K 0.02% 405
2017
Q1
Sell
-118
Closed -$2K 994
2016
Q4
$2K Sell
118
-11,182
-99% -$142K ﹤0.01% 792
2016
Q3
$110K Buy
+11,300
New +$105K 0.06% 330

Other funds holding UIS