UBS Group’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-147
| Closed | -$4.88K | – | 10371 |
|
|
2024
Q1 | $4.88K | Sell |
147
-194
| -57% | -$6.09K | ﹤0.01% | 7582 |
|
|
2023
Q4 | $10.6K | Buy |
341
+205
| +151% | +$6.03K | ﹤0.01% | 7435 |
|
|
2023
Q3 | $3.87K | Buy |
136
+125
| +1,136% | +$3.71K | ﹤0.01% | 7504 |
|
|
2023
Q2 | $323 | Sell |
11
-429
| -98% | -$12.3K | ﹤0.01% | 8308 |
|
|
2023
Q1 | $12.6K | Sell |
440
-1,574
| -78% | -$45.3K | ﹤0.01% | 7435 |
|
|
2022
Q4 | $54.5K | Buy |
2,014
+638
| +46% | +$19.9K | ﹤0.01% | 6688 |
|
|
2022
Q3 | $41K | Buy |
1,376
+886
| +181% | +$29.7K | ﹤0.01% | 6552 |
|
|
2022
Q2 | $16K | Sell |
490
-376
| -43% | -$13.4K | ﹤0.01% | 7227 |
|
|
2022
Q1 | $35K | Sell |
866
-747
| -46% | -$30.4K | ﹤0.01% | 6858 |
|
|
2021
Q4 | $70K | Buy |
1,613
+1,255
| +351% | +$55.4K | ﹤0.01% | 6632 |
|
|
2021
Q3 | $15K | Buy |
+358
| New | +$15.5K | ﹤0.01% | 7528 |
|
|
2020
Q3 | – | Sell |
-2,297
| Closed | -$69K | – | 8521 |
|
|
2020
Q2 | $69K | Buy |
2,297
+430
| +23% | +$11.9K | ﹤0.01% | 5605 |
|
|
2020
Q1 | $45K | Buy |
1,867
+1,787
| +2,234% | +$49.6K | ﹤0.01% | 5918 |
|
|
2019
Q4 | $2K | Buy |
+80
| New | +$2.22K | ﹤0.01% | 7868 |
|
|
2019
Q3 | – | Sell |
-729
| Closed | -$20K | – | 8341 |
|
|
2019
Q2 | $20K | Buy |
+729
| New | +$19.3K | ﹤0.01% | 6624 |
|
|
2018
Q4 | – | Sell |
-1,162
| Closed | -$31K | – | 8380 |
|
|
2018
Q3 | $31K | Buy |
1,162
+412
| +55% | +$10.7K | ﹤0.01% | 6519 |
|
|
2018
Q2 | $19K | Buy |
+750
| New | +$18.4K | ﹤0.01% | 6742 |
|
Other funds holding KOIN
UBS Group's KOIN Position: Q2 2024 in Review
UBS Group sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 147 shares — an estimated $4.88K sold.
UBS Group first reported a position in KOIN in Q2 2018 and held it in 17 quarters. The position peaked at $70K in Q4 2021. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.
- UBS Group reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
- UBS Group sold 147 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $4.88K.
- UBS Group first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2018 and held it in 17 quarters.
- UBS Group's Capital Link Global Fintech Leaders ETF position peaked at $70K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.
Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.