Axxcess Wealth Management’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,634
| Closed | -$222K | – | 949 |
|
|
2024
Q2 | $222K | Sell |
13,634
-404
| -3% | -$6.57K | 0.01% | 757 |
|
|
2024
Q1 | $375K | Buy |
14,038
+3,507
| +33% | +$93.6K | 0.01% | 607 |
|
|
2023
Q4 | $431K | Buy |
10,531
+1,433
| +16% | +$58.6K | 0.01% | 557 |
|
|
2023
Q3 | $286K | Sell |
9,098
-169
| -2% | -$5.31K | 0.01% | 611 |
|
|
2023
Q2 | $402K | Buy |
9,267
+289
| +3% | +$12.5K | 0.03% | 394 |
|
|
2023
Q1 | $291K | Buy |
8,978
+1,805
| +25% | +$58.6K | 0.02% | 488 |
|
|
2022
Q4 | $205K | Sell |
7,173
-4,450
| -38% | -$127K | 0.02% | 558 |
|
|
2022
Q3 | $370K | Buy |
11,623
+283
| +2% | +$9.01K | 0.04% | 363 |
|
|
2022
Q2 | $418K | Buy |
11,340
+2,506
| +28% | +$92.4K | 0.04% | 336 |
|
|
2022
Q1 | $876K | Sell |
8,834
-2,181
| -20% | -$216K | 0.07% | 241 |
|
|
2021
Q4 | $1.58M | Buy |
+11,015
| New | +$1.58M | 0.11% | 144 |
|