Bedel Financial Consulting’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-98
| Closed | -$10K | – | 844 |
|
|
2022
Q1 | $10K | Sell |
98
-27
| -22% | -$2.76K | ﹤0.01% | 677 |
|
|
2021
Q4 | $18K | Sell |
125
-175
| -58% | -$25.2K | 0.01% | 589 |
|
|
2021
Q3 | $38K | Sell |
300
-25
| -8% | -$3.17K | 0.01% | 427 |
|
|
2021
Q2 | $36K | Buy |
+325
| New | +$36K | 0.01% | 443 |
|