CAPTRUST Financial Advisors’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 | $928K | Buy |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $821K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $169K | Buy |
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|
2020
Q4 | $110K | Buy |
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|
2020
Q3 | $46K | Buy |
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