Benjamin F. Edwards & Company’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $824K | Buy |
50,683
+49,646
| +4,787% | +$807K | 0.01% | 579 |
|
|
2024
Q1 | $28K | Buy |
1,037
+996
| +2,429% | +$26.9K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $2K | Sell |
41
-13
| -24% | -$634 | ﹤0.01% | 2009 |
|
|
2023
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1686 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$10K | – | 1903 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 1374 |
|
|
2021
Q4 | $14K | Sell |
100
-300
| -75% | -$42K | ﹤0.01% | 1318 |
|
|
2021
Q3 | $51K | Buy |
400
+300
| +300% | +$38.3K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1366 |
|