Advisors Asset Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $12.9K | Sell |
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|
2024
Q4 | $24.2K | Sell |
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|
2024
Q3 | $36.3K | Sell |
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|
2024
Q2 | $35.4K | Sell |
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|
2024
Q1 | $62.4K | Buy |
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|
2023
Q4 | $72.6K | Buy |
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|
2023
Q3 | $44.8K | Buy |
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|
2023
Q2 | $58.5K | Sell |
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|
2023
Q1 | $60.6K | Sell |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $993K | Sell |
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|
2021
Q2 | $877K | Buy |
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|
2021
Q1 | $148K | Buy |
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