Asahi Life Asset Management’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 |
-7,890
| Closed | -$323K | – | 207 |
|
|
2023
Q4 | $323K | Buy |
+7,890
| New | +$323K | 0.17% | 126 |
|
|
2022
Q1 | – | Sell |
-2,090
| Closed | -$299K | – | 254 |
|
|
2021
Q4 | $299K | Buy |
2,090
+670
| +47% | +$95.9K | 0.04% | 170 |
|
|
2021
Q3 | $179K | Sell |
1,420
-330
| -19% | -$41.6K | 0.02% | 205 |
|
|
2021
Q2 | $192K | Buy |
+1,750
| New | +$192K | 0.03% | 202 |
|