AE Wealth 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
Q3 | – | Sell |
|
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|
2025
Q2 | $257K | Sell |
|
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|
2025
Q1 | $263K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $4.17M | Buy |
|
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|
2023
Q3 | $3.63M | Buy |
|
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|
2023
Q2 | $4.25M | Sell |
|
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|
2023
Q1 | $3.65M | Buy |
|
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|
2022
Q4 | $3.02M | Sell |
|
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|
2022
Q3 | $3.56M | Buy |
|
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|
2022
Q2 | $2.57M | Buy |
|
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|
2022
Q1 | $5.29M | Sell |
|
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|
2021
Q4 | $8.95M | Sell |
|
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|
2021
Q3 | $8.49M | Buy |
|
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|
2021
Q2 | $6.51M | Buy |
|
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|
2021
Q1 | $3.42M | Buy |
|