Advisory Resource Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,303
| Closed | -$416K | – | 147 |
|
|
2022
Q2 | $416K | Buy |
11,303
+6,834
| +153% | +$252K | 0.14% | 81 |
|
|
2022
Q1 | $443K | Buy |
4,469
+962
| +27% | +$95.4K | 0.14% | 80 |
|
|
2021
Q4 | $369K | Buy |
3,507
+478
| +16% | +$50.3K | 0.12% | 95 |
|
|
2021
Q3 | $382K | Buy |
3,029
+92
| +3% | +$11.6K | 0.14% | 84 |
|
|
2021
Q2 | $323K | Buy |
2,937
+834
| +40% | +$91.7K | 0.13% | 98 |
|
|
2021
Q1 | $211K | Buy |
+2,103
| New | +$211K | 0.1% | 104 |
|