Ulland Investment Advisors’s Disc Medicine IRON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-34
Closed -$2K 220
2023
Q3
$2K Hold
34
﹤0.01% 199
2023
Q2
$2K Hold
34
﹤0.01% 200
2023
Q1
$1K Hold
34
﹤0.01% 197
2022
Q4
$1K Buy
34
+22
+183% +$1.1K ﹤0.01% 205
2022
Q3
$1K Hold
12
﹤0.01% 208
2022
Q2
$1K Hold
12
﹤0.01% 236
2022
Q1
$0 Hold
12
﹤0.01% 268
2021
Q4
$1K Buy
+12
New +$1.18K ﹤0.01% 210

Other funds holding IRON

Ulland Investment Advisors's IRON Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Disc Medicine (IRON) in Q4 2023, closing a stake of 34 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in IRON in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2023. 112 funds tracked by Wall St. Rank hold IRON as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Disc Medicine position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 34 Disc Medicine shares in Q4 2023, an estimated $2K.
  • Ulland Investment Advisors first reported a position in Disc Medicine in Q4 2021 and held it in 8 quarters.
  • Ulland Investment Advisors's Disc Medicine position peaked at $2K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Disc Medicine as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.