Abound Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-54
| Closed | -$1.22K | – | 1343 |
|
|
2024
Q3 | $1.22K | Buy |
+54
| New | +$1.22K | ﹤0.01% | 759 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$267 | – | 1306 |
|
|
2024
Q1 | $267 | Sell |
10
-20
| -67% | -$534 | ﹤0.01% | 1175 |
|
|
2023
Q4 | $1.23K | Buy |
30
+27
| +900% | +$1.1K | ﹤0.01% | 736 |
|
|
2023
Q3 | $95 | Hold |
3
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q2 | $131 | Buy |
+3
| New | +$131 | ﹤0.01% | 1172 |
|