Carolinas Wealth Consulting’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$260 | – | 1120 |
|
|
2023
Q2 | $260 | Sell |
6
-15
| -71% | -$650 | ﹤0.01% | 1043 |
|
|
2023
Q1 | $681 | Hold |
21
| – | – | ﹤0.01% | 951 |
|
|
2022
Q4 | $600 | Buy |
+21
| New | +$600 | ﹤0.01% | 982 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$1K | – | 942 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 868 |
|
|
2022
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 777 |
|