Cambridge Investment Research Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+9,817
| New | +$238K | ﹤0.01% | 3180 |
|
|
2025
Q1 | – | Sell |
-10,202
| Closed | -$229K | – | 3640 |
|
|
2024
Q4 | $229K | Buy |
10,202
+532
| +6% | +$11.9K | ﹤0.01% | 3077 |
|
|
2024
Q3 | $219K | Sell |
9,670
-1,269
| -12% | -$28.7K | ﹤0.01% | 3077 |
|
|
2024
Q2 | $178K | Sell |
10,939
-17,771
| -62% | -$289K | ﹤0.01% | 3070 |
|
|
2024
Q1 | $767K | Sell |
28,710
-13,494
| -32% | -$360K | ﹤0.01% | 1914 |
|
|
2023
Q4 | $1.73M | Sell |
42,204
-2,651
| -6% | -$108K | 0.01% | 1297 |
|
|
2023
Q3 | $1.41M | Sell |
44,855
-394
| -0.9% | -$12.4K | 0.01% | 1357 |
|
|
2023
Q2 | $1.97M | Sell |
45,249
-546
| -1% | -$23.7K | 0.01% | 1183 |
|
|
2023
Q1 | $1.49M | Buy |
45,795
+5,446
| +13% | +$177K | 0.01% | 1322 |
|
|
2022
Q4 | $1.15M | Sell |
40,349
-16,935
| -30% | -$484K | 0.01% | 1423 |
|
|
2022
Q3 | $1.83M | Buy |
57,284
+6,683
| +13% | +$213K | 0.01% | 1091 |
|
|
2022
Q2 | $1.86M | Buy |
50,601
+25,845
| +104% | +$952K | 0.01% | 1078 |
|
|
2022
Q1 | $2.46M | Buy |
24,756
+4,921
| +25% | +$488K | 0.01% | 1020 |
|
|
2021
Q4 | $2.84M | Buy |
19,835
+5,886
| +42% | +$842K | 0.01% | 950 |
|
|
2021
Q3 | $1.76M | Sell |
13,949
-2,176
| -13% | -$275K | 0.01% | 1167 |
|
|
2021
Q2 | $1.77M | Buy |
16,125
+6,562
| +69% | +$721K | 0.01% | 1186 |
|
|
2021
Q1 | $959K | Buy |
9,563
+3,408
| +55% | +$342K | 0.01% | 1456 |
|
|
2020
Q4 | $945K | Buy |
+6,155
| New | +$945K | 0.01% | 1345 |
|