BCM
Barometer Capital Management’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Hold |
148,022
| – | – | 0.99% | 30 |
|
|
2025
Q1 | $2.9M | Sell |
148,022
-158,022
| -52% | -$3.1M | 1.08% | 24 |
|
|
2024
Q4 | $5.9M | Buy |
306,044
+148,022
| +94% | +$2.85M | 2.36% | 15 |
|
|
2024
Q3 | $3.57M | Hold |
158,022
| – | – | 1.03% | 30 |
|
|
2024
Q2 | $2.57M | Hold |
158,022
| – | – | 0.99% | 30 |
|
|
2024
Q1 | $3.84M | Buy |
+158,022
| New | +$3.84M | 0.99% | 35 |
|
|
2021
Q4 | – | Sell |
-33,500
| Closed | -$4.23M | – | 155 |
|
|
2021
Q3 | $4.23M | Buy |
+33,500
| New | +$4.23M | 0.82% | 40 |
|
|
2020
Q4 | – | Sell |
-21,000
| Closed | -$1.83M | – | 189 |
|
|
2020
Q3 | $1.83M | Buy |
+21,000
| New | +$1.83M | 0.37% | 65 |
|