UBS Group’s Idaho Strategic Resources IDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.79M | Buy |
136,839
+86,499
| +172% | +$1.13M | ﹤0.01% | 3919 |
|
2025
Q1 | $720K | Buy |
50,340
+49,418
| +5,360% | +$707K | ﹤0.01% | 4430 |
|
2024
Q4 | $9.4K | Buy |
922
+61
| +7% | +$622 | ﹤0.01% | 7124 |
|
2024
Q3 | $13.8K | Buy |
861
+697
| +425% | +$11.2K | ﹤0.01% | 6359 |
|
2024
Q2 | $1.62K | Buy |
+164
| New | +$1.62K | ﹤0.01% | 7376 |
|
2023
Q4 | – | Sell |
-1,574
| Closed | -$7.93K | – | 8291 |
|
2023
Q3 | $7.93K | Buy |
1,574
+1,528
| +3,322% | +$7.7K | ﹤0.01% | 6064 |
|
2023
Q2 | $246 | Sell |
46
-4,019
| -99% | -$21.5K | ﹤0.01% | 7269 |
|
2023
Q1 | $19.8K | Buy |
4,065
+3,231
| +387% | +$15.7K | ﹤0.01% | 6001 |
|
2022
Q4 | $4.75K | Sell |
834
-18,131
| -96% | -$103K | ﹤0.01% | 8083 |
|
2022
Q3 | $90K | Buy |
18,965
+18,742
| +8,404% | +$88.9K | ﹤0.01% | 4742 |
|
2022
Q2 | $2K | Buy |
+223
| New | +$2K | ﹤0.01% | 8520 |
|