Bell Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06K | Sell |
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|
2025
Q1 | $2.27K | Hold |
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|
2024
Q4 | $2.61K | Sell |
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|
2024
Q3 | $3.03K | Buy |
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|
2024
Q2 | $537 | Hold |
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|
2024
Q1 | $882 | Hold |
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|
2023
Q4 | $1.35K | Sell |
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|
2023
Q3 | $3.04K | Hold |
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|
2023
Q2 | $4.21K | Sell |
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|
2023
Q1 | $4.87K | Sell |
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|
2022
Q4 | $7.75K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $5K | Buy |
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