Caldwell Sutter Capital’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $60.5K | Hold |
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|
2025
Q1 | $49K | Hold |
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|
2024
Q4 | $56.2K | Hold |
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|
2024
Q3 | $56.5K | Hold |
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|
2024
Q2 | $40.6K | Hold |
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|
2024
Q1 | $66.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $67.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $270K | Buy |
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