Carson Wealth (CWM LLC)’s Unity Bancorp UNTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24K | Sell |
517
-95
| -16% | -$4.41K | ﹤0.01% | 3808 |
|
2025
Q1 | $25K | Buy |
612
+337
| +123% | +$13.8K | ﹤0.01% | 3517 |
|
2024
Q4 | $12K | Buy |
275
+161
| +141% | +$7.03K | ﹤0.01% | 3781 |
|
2024
Q3 | $4K | Buy |
114
+79
| +226% | +$2.77K | ﹤0.01% | 4218 |
|
2024
Q2 | $1K | Buy |
35
+33
| +1,650% | +$943 | ﹤0.01% | 4502 |
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4762 |
|