UBS Group’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,478
| Closed | -$1.1M | – | 10296 |
|
|
2021
Q4 | $1.1M | Buy |
19,478
+19,361
| +16,548% | +$1.1M | ﹤0.01% | 3367 |
|
|
2021
Q3 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 7355 |
|
|
2021
Q2 | – | Sell |
-1,369
| Closed | -$55K | – | 9153 |
|
|
2021
Q1 | $55K | Buy |
1,369
+435
| +47% | +$17.5K | ﹤0.01% | 5459 |
|
|
2020
Q4 | $38K | Buy |
934
+641
| +219% | +$26.1K | ﹤0.01% | 5442 |
|
|
2020
Q3 | $11K | Sell |
293
-4,652
| -94% | -$175K | ﹤0.01% | 5948 |
|
|
2020
Q2 | $151K | Sell |
4,945
-2,099
| -30% | -$64.1K | ﹤0.01% | 4197 |
|
|
2020
Q1 | $180K | Sell |
7,044
-2,414
| -26% | -$61.7K | ﹤0.01% | 3973 |
|
|
2019
Q4 | $398K | Buy |
9,458
+644
| +7% | +$27.1K | ﹤0.01% | 4083 |
|
|
2019
Q3 | $340K | Buy |
8,814
+2,887
| +49% | +$111K | ﹤0.01% | 3989 |
|
|
2019
Q2 | $229K | Buy |
5,927
+927
| +19% | +$35.8K | ﹤0.01% | 4033 |
|
|
2019
Q1 | $176K | Sell |
5,000
-1,731
| -26% | -$60.9K | ﹤0.01% | 3936 |
|
|
2018
Q4 | $237K | Buy |
6,731
+430
| +7% | +$15.1K | ﹤0.01% | 4003 |
|
|
2018
Q3 | $227K | Buy |
6,301
+687
| +12% | +$24.8K | ﹤0.01% | 4145 |
|
|
2018
Q2 | $186K | Buy |
5,614
+145
| +3% | +$4.8K | ﹤0.01% | 4157 |
|
|
2018
Q1 | $195K | Buy |
5,469
+23
| +0.4% | +$820 | ﹤0.01% | 4000 |
|
|
2017
Q4 | $149K | Buy |
5,446
+250
| +5% | +$6.84K | ﹤0.01% | 4207 |
|
|
2017
Q3 | $131K | Buy |
5,196
+42
| +0.8% | +$1.06K | ﹤0.01% | 4293 |
|
|
2017
Q2 | $105K | Sell |
5,154
-79
| -2% | -$1.61K | ﹤0.01% | 4262 |
|
|
2017
Q1 | $97K | Sell |
5,233
-2,338
| -31% | -$43.3K | ﹤0.01% | 4228 |
|
|
2016
Q4 | $148K | Buy |
7,571
+642
| +9% | +$12.6K | ﹤0.01% | 4131 |
|
|
2016
Q3 | $119K | Buy |
6,929
+1,929
| +39% | +$33.1K | ﹤0.01% | 4066 |
|
|
2016
Q2 | $90K | Sell |
5,000
-1,776
| -26% | -$32K | ﹤0.01% | 4280 |
|
|
2016
Q1 | $108K | Sell |
6,776
-4,738
| -41% | -$75.5K | ﹤0.01% | 4180 |
|
|
2015
Q4 | $159K | Buy |
11,514
+3,514
| +44% | +$48.5K | ﹤0.01% | 3928 |
|
|
2015
Q3 | $104K | Hold |
8,000
| – | – | ﹤0.01% | 4192 |
|
|
2015
Q2 | $106K | Sell |
8,000
-12,729
| -61% | -$169K | ﹤0.01% | 4260 |
|
|
2015
Q1 | $281K | Sell |
20,729
-1,971
| -9% | -$26.7K | ﹤0.01% | 3575 |
|
|
2014
Q4 | $317K | Buy |
+22,700
| New | +$317K | ﹤0.01% | 3487 |
|