Ulland Investment Advisors’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$647 | ﹤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% | 270 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 210 |
|