BBJS Financial Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $416K | Hold |
18,400
| – | – | 0.15% | 35 |
|
|
2024
Q2 | $299K | Hold |
18,400
| – | – | 0.11% | 36 |
|
|
2024
Q1 | $491K | Hold |
18,400
| – | – | 0.18% | 37 |
|
|
2023
Q4 | $752K | Hold |
18,400
| – | – | 0.26% | 38 |
|
|
2023
Q3 | $578K | Hold |
18,400
| – | – | 0.22% | 40 |
|
|
2023
Q2 | $799K | Hold |
18,400
| – | – | 0.32% | 34 |
|
|
2023
Q1 | $597K | Hold |
18,400
| – | – | 0.24% | 43 |
|
|
2022
Q4 | $526K | Buy |
+18,400
| New | +$526K | 0.24% | 38 |
|