AJ Wealth Strategies’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $440K | Buy |
+10,126
| New | +$440K | 0.02% | 193 |
|
|
2022
Q2 | – | Sell |
-6,122
| Closed | -$607K | – | 343 |
|
|
2022
Q1 | $607K | Buy |
+6,122
| New | +$607K | 0.03% | 182 |
|
|
2021
Q2 | – | Sell |
-2,900
| Closed | -$291K | – | 281 |
|
|
2021
Q1 | $291K | Buy |
+2,900
| New | +$291K | 0.02% | 214 |
|