CAPTRUST Financial Advisors’s Unity Biotechnology UBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-17,865
| Closed | -$29.3K | – | 2253 |
|
2024
Q1 | $29.3K | Buy |
+17,865
| New | +$29.3K | ﹤0.01% | 2107 |
|
2022
Q3 | – | Sell |
-455
| Closed | -$3K | – | 3933 |
|
2022
Q2 | $3K | Hold |
455
| – | – | ﹤0.01% | 4347 |
|
2022
Q1 | $5K | Hold |
455
| – | – | ﹤0.01% | 4173 |
|
2021
Q4 | $7K | Buy |
455
+400
| +727% | +$6.15K | ﹤0.01% | 3931 |
|
2021
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 4305 |
|
2021
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 4062 |
|
2021
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 3945 |
|
2020
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 3037 |
|