Ubs Group Ag Investment Managers Series Tru Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	N/A	30 New	30 $0
Q3 2023 Nov 09, 2023	BUY	N/A	577 Added 134.81%	1,005 $0
Q2 2023 Aug 11, 2023	BUY	N/A	428 New	428 $0
Q4 2022 Feb 08, 2023	SELL	N/A	-358 Reduced 8.06%	4,085 $0
Q3 2022 Nov 10, 2022	SELL	N/A	-10,804 Reduced 70.86%	4,443 $146,000
Q2 2022 Aug 10, 2022	BUY	N/A	14,215 Added 1377.42%	15,247 $543,000
Q1 2022 May 16, 2022	BUY	N/A	1,032 New	1,032 $43,000
Q4 2021 Feb 14, 2022	SELL	N/A	-1,360 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	1,360 New	1,360 $64,000
Q1 2021 May 12, 2021	SELL	N/A	-1,633 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	N/A	1,117 Added 216.47%	1,633 $69,000
Q3 2020 Nov 12, 2020	SELL	N/A	-3,064 Reduced 85.59%	516 $20,000
Q2 2020 Jul 31, 2020	BUY	N/A	3,580 New	3,580 $124,000

Others Institutions Holding KLDW

# of Institutions

1

Shares Held

600

Call Options Held

0

Put Options Held

0

Sage Private Wealth Group, LLC

600
Shares

$0
0.03% of portfolio

About INVESTMENT MANAGERS SERIES TRU

Ticker KLDW

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