UBS O'Connor’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $652K | Sell |
12,317
-1,304
| -10% | -$69.1K | 0.03% | 237 |
|
2025
Q1 | $676K | Sell |
13,621
-636
| -4% | -$31.6K | 0.02% | 196 |
|
2024
Q4 | $904K | Sell |
14,257
-426
| -3% | -$27K | 0.02% | 232 |
|
2024
Q3 | $722K | Buy |
14,683
+1,364
| +10% | +$67K | 0.02% | 306 |
|
2024
Q2 | $600K | Buy |
13,319
+10,000
| +301% | +$451K | 0.02% | 348 |
|
2024
Q1 | $207K | Sell |
3,319
-6,019
| -64% | -$375K | 0.01% | 376 |
|
2023
Q4 | $539K | Sell |
9,338
-13,783
| -60% | -$796K | 0.02% | 333 |
|
2023
Q3 | $1.09M | Buy |
23,121
+6,000
| +35% | +$282K | 0.02% | 318 |
|
2023
Q2 | $760K | Sell |
17,121
-28,629
| -63% | -$1.27M | 0.02% | 401 |
|
2023
Q1 | $969K | Buy |
+45,750
| New | +$969K | 0.02% | 402 |
|