American Portfolios Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $801K | Buy |
25,141
+1,701
| +7% | +$54.2K | 0.03% | 491 |
|
|
2022
Q2 | $863K | Buy |
23,440
+4,050
| +21% | +$149K | 0.04% | 464 |
|
|
2022
Q1 | $1.92M | Sell |
19,390
-96
| -0.5% | -$9.52K | 0.07% | 285 |
|
|
2021
Q4 | $2.79M | Buy |
19,486
+1,729
| +10% | +$247K | 0.09% | 209 |
|
|
2021
Q3 | $2.24M | Buy |
17,757
+6,383
| +56% | +$806K | 0.08% | 244 |
|
|
2021
Q2 | $1.25M | Buy |
11,374
+5,839
| +105% | +$641K | 0.05% | 370 |
|
|
2021
Q1 | $555K | Buy |
5,535
+3,616
| +188% | +$363K | 0.02% | 610 |
|
|
2020
Q4 | $295K | Buy |
1,919
+1,906
| +14,662% | +$293K | 0.02% | 747 |
|
|
2020
Q3 | $1.14K | Buy |
+13
| New | +$1.14K | ﹤0.01% | 2739 |
|