Advisornet Financial’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242 | Sell |
10
-1
| -9% | -$24 | ﹤0.01% | 2101 |
|
|
2025
Q1 | $215 | Sell |
11
-14
| -56% | -$274 | ﹤0.01% | 2047 |
|
|
2024
Q4 | $562 | Sell |
25
-70
| -74% | -$1.57K | ﹤0.01% | 1735 |
|
|
2024
Q3 | $2.15K | Buy |
95
+25
| +36% | +$566 | ﹤0.01% | 1723 |
|
|
2024
Q2 | $1.14K | Buy |
70
+20
| +40% | +$325 | ﹤0.01% | 1761 |
|
|
2024
Q1 | $1.34K | Sell |
50
-2
| -4% | -$53 | ﹤0.01% | 1686 |
|
|
2023
Q4 | $2.13K | Buy |
52
+20
| +63% | +$818 | ﹤0.01% | 1698 |
|
|
2023
Q3 | $1K | Buy |
32
+10
| +45% | +$314 | ﹤0.01% | 1798 |
|
|
2023
Q2 | $955 | Buy |
22
+7
| +47% | +$304 | ﹤0.01% | 1894 |
|
|
2023
Q1 | $487 | Sell |
15
-20
| -57% | -$649 | ﹤0.01% | 2077 |
|
|
2022
Q4 | $1K | Sell |
35
-20
| -36% | -$572 | ﹤0.01% | 1838 |
|
|
2022
Q3 | $2K | Buy |
55
+40
| +267% | +$1.46K | ﹤0.01% | 1688 |
|
|
2022
Q2 | $1K | Sell |
15
-30
| -67% | -$2K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q4 | $6K | Buy |
45
+15
| +50% | +$2K | ﹤0.01% | 1610 |
|
|
2021
Q3 | $4K | Sell |
30
-12
| -29% | -$1.6K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $5K | Sell |
42
-17
| -29% | -$2.02K | ﹤0.01% | 1561 |
|
|
2021
Q1 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 1469 |
|