180 Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
11,952
-375
| -3% | -$9.08K | 0.04% | 342 |
|
|
2025
Q1 | $241K | Sell |
12,327
-279
| -2% | -$5.47K | 0.04% | 351 |
|
|
2024
Q4 | $283K | Sell |
12,606
-1,229
| -9% | -$27.6K | 0.04% | 329 |
|
|
2024
Q3 | $313K | Buy |
13,835
+820
| +6% | +$18.5K | 0.05% | 326 |
|
|
2024
Q2 | $215K | Buy |
+13,015
| New | +$215K | 0.04% | 389 |
|