Capital Advisory Group Advisory Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-286
| Closed | -$28K | – | 467 |
|
|
2022
Q1 | $28K | Buy |
+286
| New | +$28K | 0.01% | 279 |
|
|
2021
Q4 | – | Sell |
-694
| Closed | -$88K | – | 473 |
|
|
2021
Q3 | $88K | Buy |
694
+215
| +45% | +$27.3K | 0.03% | 239 |
|
|
2021
Q2 | $53K | Buy |
479
+104
| +28% | +$11.5K | 0.02% | 261 |
|
|
2021
Q1 | $38K | Sell |
375
-1,321
| -78% | -$134K | 0.01% | 266 |
|
|
2020
Q4 | $260K | Buy |
+1,696
| New | +$260K | 0.11% | 143 |
|