Arkadios Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,043
| Closed | -$322K | – | 897 |
|
|
2024
Q1 | $322K | Buy |
12,043
+924
| +8% | +$24.7K | 0.02% | 519 |
|
|
2023
Q4 | $455K | Sell |
11,119
-1,794
| -14% | -$73.4K | 0.04% | 394 |
|
|
2023
Q3 | $405K | Buy |
12,913
+2,804
| +28% | +$88K | 0.04% | 395 |
|
|
2023
Q2 | $439K | Buy |
10,109
+455
| +5% | +$19.8K | 0.05% | 344 |
|
|
2023
Q1 | $313K | Buy |
+9,654
| New | +$313K | 0.04% | 425 |
|
|
2021
Q4 | – | Sell |
-197
| Closed | -$24K | – | 1690 |
|
|
2021
Q3 | $24K | Buy |
197
+3
| +2% | +$365 | ﹤0.01% | 1149 |
|
|
2021
Q2 | $21K | Buy |
194
+181
| +1,392% | +$19.6K | ﹤0.01% | 1270 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1613 |
|