UBS AM’s Intercorp Financial Services IFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
25,800
-62,900
| -71% | -$2.4M | ﹤0.01% | 2387 |
|
|
2025
Q1 | $2.94M | Hold |
88,700
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q4 | $2.6M | Buy |
88,700
+3,500
| +4% | +$103K | ﹤0.01% | 1915 |
|
|
2024
Q3 | $2.23M | Hold |
85,200
| – | – | ﹤0.01% | 1982 |
|
|
2024
Q2 | $1.91M | Buy |
+85,200
| New | +$1.91M | ﹤0.01% | 2026 |
|
|
2021
Q4 | – | Sell |
-11,068
| Closed | -$247K | – | 2878 |
|
|
2021
Q3 | $247K | Hold |
11,068
| – | – | ﹤0.01% | 2657 |
|
|
2021
Q2 | $278K | Buy |
+11,068
| New | +$278K | ﹤0.01% | 2659 |
|