Bingham Osborn & Scarborough’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-25,338
Closed -$3.2M 129
2021
Q3
$3.2M Buy
25,338
+48
+0.2% +$6.06K 0.23% 27
2021
Q2
$2.78M Buy
25,290
+25
+0.1% +$2.75K 0.2% 28
2021
Q1
$2.53M Buy
+25,265
New +$2.53M 0.19% 27