Avion Wealth’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
143
+38
| +36% | +$797 | ﹤0.01% | 755 |
|
|
2025
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 776 |
|
|
2024
Q4 | $2K | Buy |
105
+13
| +14% | +$248 | ﹤0.01% | 773 |
|
|
2024
Q3 | $2K | Buy |
92
+72
| +360% | +$1.57K | ﹤0.01% | 722 |
|
|
2024
Q2 | $0 | Sell |
20
-19
| -49% | – | ﹤0.01% | 1259 |
|
|
2024
Q1 | $2K | Buy |
39
+19
| +95% | +$974 | ﹤0.01% | 784 |
|
|
2023
Q4 | $1K | Sell |
20
-9
| -31% | -$450 | ﹤0.01% | 993 |
|
|
2023
Q3 | $0 | Buy |
+29
| New | – | ﹤0.01% | 1203 |
|
|
2023
Q2 | – | Sell |
-109
| Closed | -$3K | – | 1036 |
|
|
2023
Q1 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 356 |
|