Caldwell Sutter Capital’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.5K | Hold |
2,500
| – | – | 0.03% | 334 |
|
|
2025
Q1 | $49K | Hold |
2,500
| – | – | 0.02% | 359 |
|
|
2024
Q4 | $56.2K | Hold |
2,500
| – | – | 0.03% | 346 |
|
|
2024
Q3 | $56.6K | Hold |
2,500
| – | – | 0.03% | 341 |
|
|
2024
Q2 | $40.7K | Hold |
2,500
| – | – | 0.02% | 379 |
|
|
2024
Q1 | $66.8K | Buy |
+2,500
| New | +$66.8K | 0.03% | 319 |
|
|
2023
Q4 | – | Sell |
-2,160
| Closed | -$67.8K | – | 975 |
|
|
2023
Q3 | $67.8K | Buy |
+2,160
| New | +$67.8K | 0.04% | 300 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$324K | – | 868 |
|
|
2023
Q1 | $324K | Buy |
10,000
+540
| +6% | +$17.5K | 0.24% | 89 |
|
|
2022
Q4 | $270K | Buy |
+9,460
| New | +$270K | 0.24% | 85 |
|