A detailed history of Ubs Group Ag transactions in Investment Managers Series Tru stock. As of the latest transaction made, Ubs Group Ag holds 30 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Holding current value
$0
% of portfolio
0.0%

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

About INVESTMENT MANAGERS SERIES TRU


  • Ticker KLDW
More about KLDW
Track This Portfolio

Track Ubs Group Ag Portfolio

Follow Ubs Group Ag and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.