AFS Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,451
| Closed | -$346K | – | 48 |
|
|
2023
Q4 | $346K | Sell |
8,451
-12,277
| -59% | -$502K | 0.32% | 41 |
|
|
2023
Q3 | $651K | Sell |
20,728
-1,070
| -5% | -$33.6K | 0.44% | 46 |
|
|
2023
Q2 | $946K | Sell |
21,798
-401
| -2% | -$17.4K | 0.61% | 39 |
|
|
2023
Q1 | $720K | Buy |
22,199
+3,523
| +19% | +$114K | 0.48% | 47 |
|
|
2022
Q4 | $534K | Buy |
+18,676
| New | +$534K | 0.38% | 50 |
|