Avantax Advisory Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,505
| Closed | -$236K | – | 1670 |
|
|
2023
Q3 | $236K | Sell |
7,505
-1,839
| -20% | -$57.7K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $406K | Buy |
9,344
+2,648
| +40% | +$115K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $217K | Buy |
+6,696
| New | +$217K | ﹤0.01% | 1328 |
|
|
2022
Q3 | – | Sell |
-5,784
| Closed | -$213K | – | 1379 |
|
|
2022
Q2 | $213K | Buy |
5,784
+3,722
| +181% | +$137K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $203K | Buy |
+2,062
| New | +$203K | ﹤0.01% | 1193 |
|