UBS Group’s Jacob Forward ETF JFWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-549
| Closed | -$5.92K | – | 9219 |
|
|
2024
Q3 | $5.92K | Buy |
549
+548
| +54,800% | +$5.91K | ﹤0.01% | 6805 |
|
|
2024
Q2 | $10 | Buy |
+1
| New | +$10 | ﹤0.01% | 8200 |
|
|
2023
Q1 | – | Sell |
-2,054
| Closed | -$15.9K | – | 9231 |
|
|
2022
Q4 | $15.9K | Buy |
2,054
+639
| +45% | +$4.95K | ﹤0.01% | 6754 |
|
|
2022
Q3 | $12K | Buy |
1,415
+510
| +56% | +$4.33K | ﹤0.01% | 7098 |
|
|
2022
Q2 | $7K | Sell |
905
-816
| -47% | -$6.31K | ﹤0.01% | 7512 |
|
|
2022
Q1 | $24K | Sell |
1,721
-634
| -27% | -$8.84K | ﹤0.01% | 6219 |
|
|
2021
Q4 | $42K | Buy |
2,355
+1,516
| +181% | +$27K | ﹤0.01% | 5981 |
|
|
2021
Q3 | $16K | Buy |
+839
| New | +$16K | ﹤0.01% | 6302 |
|