Advisory Services Network’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.73M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $907K | Buy |
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|
2020
Q3 | $464K | Buy |
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