AE Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
10,607
-2,816
| -21% | -$68.1K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $263K | Buy |
+13,423
| New | +$263K | ﹤0.01% | 1144 |
|
|
2024
Q1 | – | Sell |
-126,012
| Closed | -$4.17M | – | 1925 |
|
|
2023
Q4 | $4.17M | Buy |
126,012
+10,212
| +9% | +$338K | 0.02% | 654 |
|
|
2023
Q3 | $3.63M | Buy |
115,800
+17,990
| +18% | +$565K | 0.02% | 638 |
|
|
2023
Q2 | $4.25M | Sell |
97,810
-14,686
| -13% | -$638K | 0.03% | 591 |
|
|
2023
Q1 | $3.65M | Buy |
112,496
+7,011
| +7% | +$227K | 0.02% | 598 |
|
|
2022
Q4 | $3.02M | Sell |
105,485
-6,177
| -6% | -$177K | 0.02% | 615 |
|
|
2022
Q3 | $3.56M | Buy |
111,662
+41,806
| +60% | +$1.33M | 0.03% | 514 |
|
|
2022
Q2 | $2.57M | Buy |
69,856
+16,495
| +31% | +$607K | 0.02% | 584 |
|
|
2022
Q1 | $5.29M | Sell |
53,361
-9,256
| -15% | -$918K | 0.04% | 422 |
|
|
2021
Q4 | $8.95M | Sell |
62,617
-4,616
| -7% | -$660K | 0.06% | 293 |
|
|
2021
Q3 | $8.49M | Buy |
67,233
+7,974
| +13% | +$1.01M | 0.07% | 265 |
|
|
2021
Q2 | $6.51M | Buy |
59,259
+25,157
| +74% | +$2.76M | 0.06% | 305 |
|
|
2021
Q1 | $3.42M | Buy |
+34,102
| New | +$3.42M | 0.03% | 413 |
|