Ancora Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-100
| Closed | -$2.26K | – | 1860 |
|
2024
Q3 | $2.26K | Buy |
+100
| New | +$2.26K | ﹤0.01% | 1505 |
|
2024
Q1 | – | Sell |
-900
| Closed | -$36.8K | – | 1829 |
|
2023
Q4 | $36.8K | Hold |
900
| – | – | ﹤0.01% | 991 |
|
2023
Q3 | $28.3K | Buy |
900
+200
| +29% | +$6.28K | ﹤0.01% | 1038 |
|
2023
Q2 | $30.4K | Buy |
700
+400
| +133% | +$17.4K | ﹤0.01% | 1008 |
|
2023
Q1 | $9.73K | Hold |
300
| – | – | ﹤0.01% | 1252 |
|
2022
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 1334 |
|
2022
Q3 | $10K | Sell |
300
-360
| -55% | -$12K | ﹤0.01% | 1456 |
|
2022
Q2 | $24K | Sell |
660
-300
| -31% | -$10.9K | ﹤0.01% | 1348 |
|
2022
Q1 | $95K | Buy |
960
+792
| +471% | +$78.4K | ﹤0.01% | 1041 |
|
2021
Q4 | $24K | Hold |
168
| – | – | ﹤0.01% | 1515 |
|
2021
Q3 | $21K | Sell |
168
-36
| -18% | -$4.5K | ﹤0.01% | 1445 |
|
2021
Q2 | $22K | Hold |
204
| – | – | ﹤0.01% | 1304 |
|
2021
Q1 | $20K | Buy |
+204
| New | +$20K | ﹤0.01% | 1274 |
|