UBS AM’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.24M | Buy |
|
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|
2024
Q1 | $639K | Hold |
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|
2023
Q4 | $591K | Hold |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $385K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $438K | Buy |
|