UBS Group’s Professional Diversity Network IPDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Buy |
+3,652
| New | +$12.3K | ﹤0.01% | 7424 |
|
|
2024
Q4 | – | Sell |
-5,212
| Closed | -$2.29K | – | 8857 |
|
|
2024
Q3 | $2.29K | Sell |
5,212
-27,512
| -84% | -$12.1K | ﹤0.01% | 7250 |
|
|
2024
Q2 | $15.1K | Buy |
32,724
+32,662
| +52,681% | +$15K | ﹤0.01% | 6333 |
|
|
2024
Q1 | $110 | Sell |
62
-3,796
| -98% | -$6.74K | ﹤0.01% | 7654 |
|
|
2023
Q4 | $7.83K | Buy |
3,858
+3,814
| +8,668% | +$7.74K | ﹤0.01% | 6394 |
|
|
2023
Q3 | $113 | Sell |
44
-56
| -56% | -$144 | ﹤0.01% | 7707 |
|
|
2023
Q2 | $445 | Sell |
100
-3,360
| -97% | -$15K | ﹤0.01% | 7147 |
|
|
2023
Q1 | $15.4K | Sell |
3,460
-5,670
| -62% | -$25.2K | ﹤0.01% | 6207 |
|
|
2022
Q4 | $9.5K | Buy |
9,130
+2,653
| +41% | +$2.76K | ﹤0.01% | 7452 |
|
|
2022
Q3 | $5K | Buy |
6,477
+730
| +13% | +$564 | ﹤0.01% | 8094 |
|
|
2022
Q2 | $4K | Buy |
+5,747
| New | +$4K | ﹤0.01% | 8035 |
|
|
2022
Q1 | – | Sell |
-2,531
| Closed | -$2K | – | 9367 |
|
|
2021
Q4 | $2K | Sell |
2,531
-1,606
| -39% | -$1.27K | ﹤0.01% | 8674 |
|
|
2021
Q3 | $5K | Buy |
+4,137
| New | +$5K | ﹤0.01% | 7386 |
|
|
2021
Q1 | – | Sell |
-8,550
| Closed | -$22K | – | 8067 |
|
|
2020
Q4 | $22K | Buy |
+8,550
| New | +$22K | ﹤0.01% | 5861 |
|
|
2020
Q3 | – | Sell |
-71
| Closed | – | – | 7233 |
|
|
2020
Q2 | $0 | Sell |
71
-532
| -88% | – | ﹤0.01% | 7182 |
|
|
2020
Q1 | $1K | Hold |
603
| – | – | ﹤0.01% | 6840 |
|
|
2019
Q4 | $1K | Sell |
603
-1,686
| -74% | -$2.8K | ﹤0.01% | 6869 |
|
|
2019
Q3 | $3K | Buy |
2,289
+510
| +29% | +$668 | ﹤0.01% | 6665 |
|
|
2019
Q2 | $4K | Buy |
+1,779
| New | +$4K | ﹤0.01% | 6577 |
|
|
2019
Q1 | – | Sell |
-3,187
| Closed | -$3K | – | 6965 |
|
|
2018
Q4 | $3K | Buy |
3,187
+764
| +32% | +$719 | ﹤0.01% | 6783 |
|
|
2018
Q3 | $7K | Buy |
2,423
+1,008
| +71% | +$2.91K | ﹤0.01% | 6408 |
|
|
2018
Q2 | $5K | Sell |
1,415
-4,795
| -77% | -$16.9K | ﹤0.01% | 6540 |
|
|
2018
Q1 | $17K | Buy |
+6,210
| New | +$17K | ﹤0.01% | 5631 |
|
|
2017
Q4 | – | Sell |
-1,235
| Closed | -$5K | – | 6901 |
|
|
2017
Q3 | $5K | Sell |
1,235
-1,518
| -55% | -$6.15K | ﹤0.01% | 6295 |
|
|
2017
Q2 | $19K | Buy |
2,753
+503
| +22% | +$3.47K | ﹤0.01% | 5395 |
|
|
2017
Q1 | $22K | Buy |
+2,250
| New | +$22K | ﹤0.01% | 5159 |
|
|
2016
Q4 | – | Sell |
-1,323
| Closed | -$11K | – | 6813 |
|
|
2016
Q3 | $11K | Sell |
1,323
-3,013
| -69% | -$25.1K | ﹤0.01% | 5805 |
|
|
2016
Q2 | $2K | Buy |
+4,336
| New | +$2K | ﹤0.01% | 6506 |
|
|
2016
Q1 | – | Sell |
-3,481
| Closed | -$2K | – | 6767 |
|
|
2015
Q4 | $2K | Sell |
3,481
-1,739
| -33% | -$999 | ﹤0.01% | 6583 |
|
|
2015
Q3 | $4K | Buy |
+5,220
| New | +$4K | ﹤0.01% | 6365 |
|
|
2015
Q2 | – | Sell |
-1,738
| Closed | -$8K | – | 6822 |
|
|
2015
Q1 | $8K | Sell |
1,738
-11
| -0.6% | -$51 | ﹤0.01% | 5989 |
|
|
2014
Q4 | $9K | Buy |
+1,749
| New | +$9K | ﹤0.01% | 6050 |
|