Bell Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06K | Sell |
85
-31
| -27% | -$750 | ﹤0.01% | 1357 |
|
|
2025
Q1 | $2.27K | Hold |
116
| – | – | ﹤0.01% | 1263 |
|
|
2024
Q4 | $2.61K | Sell |
116
-18
| -13% | -$405 | ﹤0.01% | 1226 |
|
|
2024
Q3 | $3.03K | Buy |
134
+101
| +306% | +$2.29K | ﹤0.01% | 1180 |
|
|
2024
Q2 | $537 | Hold |
33
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q1 | $882 | Hold |
33
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q4 | $1.35K | Sell |
33
-64
| -66% | -$2.62K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $3.05K | Hold |
97
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q2 | $4.21K | Sell |
97
-53
| -35% | -$2.3K | ﹤0.01% | 908 |
|
|
2023
Q1 | $4.87K | Sell |
150
-121
| -45% | -$3.93K | ﹤0.01% | 805 |
|
|
2022
Q4 | $7.75K | Buy |
271
+177
| +188% | +$5.06K | ﹤0.01% | 585 |
|
|
2022
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 985 |
|
|
2022
Q2 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $6K | Buy |
43
+7
| +19% | +$977 | ﹤0.01% | 719 |
|
|
2021
Q3 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 743 |
|