Avior Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-702
| Closed | -$15.8K | – | 2226 |
|
|
2024
Q4 | $15.8K | Buy |
702
+678
| +2,825% | +$15.2K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $542 | Sell |
24
-350
| -94% | -$7.9K | ﹤0.01% | 2163 |
|
|
2024
Q2 | $6.08K | Hold |
374
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q1 | $9.99K | Sell |
374
-29
| -7% | -$774 | ﹤0.01% | 1872 |
|
|
2023
Q4 | $16.5K | Sell |
403
-32
| -7% | -$1.31K | ﹤0.01% | 912 |
|
|
2023
Q3 | $13.7K | Hold |
435
| – | – | ﹤0.01% | 994 |
|
|
2023
Q2 | $18.9K | Buy |
435
+85
| +24% | +$3.69K | ﹤0.01% | 941 |
|
|
2023
Q1 | $11.4K | Hold |
350
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 850 |
|
|
2022
Q3 | $11K | Buy |
+350
| New | +$11K | ﹤0.01% | 843 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$19K | – | 1234 |
|
|
2022
Q1 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 727 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$8K | – | 1231 |
|
|
2021
Q3 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 800 |
|