Avitas Wealth 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 |
-4,994
| Closed | -$204K | – | 209 |
|
|
2023
Q4 | $204K | Buy |
+4,994
| New | +$204K | 0.03% | 196 |
|
|
2022
Q2 | – | Sell |
-2,063
| Closed | -$205K | – | 230 |
|
|
2022
Q1 | $205K | Sell |
2,063
-1,705
| -45% | -$169K | 0.04% | 188 |
|
|
2021
Q4 | $539K | Buy |
3,768
+120
| +3% | +$17.2K | 0.09% | 155 |
|
|
2021
Q3 | $461K | Buy |
+3,648
| New | +$461K | 0.08% | 169 |
|
|
2021
Q2 | – | Sell |
-6,710
| Closed | -$673K | – | 223 |
|
|
2021
Q1 | $673K | Buy |
6,710
+2,777
| +71% | +$279K | 0.13% | 170 |
|
|
2020
Q4 | $604K | Buy |
+3,933
| New | +$604K | 0.12% | 182 |
|