Bogart Wealth LLC’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26K | Buy |
+52
| New | +$1.26K | ﹤0.01% | 1188 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$2.67K | – | 1213 |
|
|
2024
Q1 | $2.67K | Hold |
100
| – | – | ﹤0.01% | 871 |
|
|
2023
Q4 | $4.09K | Buy |
100
+65
| +186% | +$2.66K | ﹤0.01% | 795 |
|
|
2023
Q3 | $1.1K | Buy |
+35
| New | +$1.1K | ﹤0.01% | 952 |
|
|
2023
Q2 | – | Sell |
-51
| Closed | -$1.65K | – | 1131 |
|
|
2023
Q1 | $1.65K | Buy |
51
+46
| +920% | +$1.49K | ﹤0.01% | 931 |
|
|
2022
Q4 | $143 | Buy |
+5
| New | +$143 | ﹤0.01% | 965 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1K | – | 1182 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 874 |
|