Benjamin Edwards Inc’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,893
| Closed | -$608K | – | 1138 |
|
|
2024
Q3 | $608K | Buy |
26,893
+26,532
| +7,350% | +$600K | 0.01% | 733 |
|
|
2024
Q2 | $6K | Sell |
361
-271
| -43% | -$4.5K | ﹤0.01% | 642 |
|
|
2024
Q1 | $17K | Buy |
632
+154
| +32% | +$4.14K | ﹤0.01% | 596 |
|
|
2023
Q4 | $20K | Sell |
478
-236
| -33% | -$9.87K | ﹤0.01% | 544 |
|
|
2023
Q3 | $22K | Hold |
714
| – | – | 0.01% | 528 |
|
|
2023
Q2 | $31K | Buy |
714
+13
| +2% | +$564 | 0.01% | 508 |
|
|
2023
Q1 | $23K | Buy |
701
+54
| +8% | +$1.77K | 0.01% | 525 |
|
|
2022
Q4 | $18K | Buy |
647
+138
| +27% | +$3.84K | ﹤0.01% | 528 |
|
|
2022
Q3 | $16K | Buy |
509
+40
| +9% | +$1.26K | ﹤0.01% | 526 |
|
|
2022
Q2 | $17K | Buy |
469
+65
| +16% | +$2.36K | 0.01% | 538 |
|
|
2022
Q1 | $40K | Buy |
404
+10
| +3% | +$990 | 0.01% | 473 |
|
|
2021
Q4 | $56K | Sell |
394
-54
| -12% | -$7.68K | 0.02% | 411 |
|
|
2021
Q3 | $57K | Buy |
448
+51
| +13% | +$6.49K | 0.03% | 286 |
|
|
2021
Q2 | $44K | Buy |
397
+234
| +144% | +$25.9K | 0.03% | 281 |
|
|
2021
Q1 | $16K | Buy |
+163
| New | +$16K | 0.01% | 315 |
|