Capital Advisors Ltd’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
32
+20
| +167% | +$625 | ﹤0.01% | 1279 |
|
|
2025
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q3 | $0 | Sell |
12
-12
| -50% | – | ﹤0.01% | 1614 |
|
|
2024
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1644 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1543 |
|
|
2023
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q4 | $1K | Buy |
21
+7
| +50% | +$333 | ﹤0.01% | 1107 |
|
|
2022
Q3 | $0 | Sell |
14
-5
| -26% | – | ﹤0.01% | 1530 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 908 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 1209 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 940 |
|