Bordeaux Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,632
| Closed | -$435K | – | 122 |
|
|
2023
Q4 | $435K | Sell |
10,632
-98
| -0.9% | -$4.01K | 0.15% | 66 |
|
|
2023
Q3 | $337K | Buy |
10,730
+115
| +1% | +$3.61K | 0.14% | 67 |
|
|
2023
Q2 | $461K | Sell |
10,615
-3
| -0% | -$130 | 0.19% | 56 |
|
|
2023
Q1 | $344K | Buy |
10,618
+3,514
| +49% | +$114K | 0.18% | 80 |
|
|
2022
Q4 | $203K | Buy |
+7,104
| New | +$203K | 0.11% | 81 |
|