B.O.S.S. Retirement Advisors’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 |
-22,975
| Closed | -$939K | – | 224 |
|
|
2023
Q4 | $939K | Buy |
22,975
+5,438
| +31% | +$222K | 0.18% | 156 |
|
|
2023
Q3 | $550K | Buy |
17,537
+685
| +4% | +$21.5K | 0.12% | 185 |
|
|
2023
Q2 | $732K | Buy |
16,852
+722
| +4% | +$31.3K | 0.16% | 171 |
|
|
2023
Q1 | $523K | Buy |
16,130
+846
| +6% | +$27.4K | 0.12% | 174 |
|
|
2022
Q4 | $437K | Buy |
+15,284
| New | +$437K | 0.11% | 172 |
|