CarsonAllaria Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68
| Closed | -$1.33K | – | 376 |
|
|
2025
Q1 | $1.33K | Hold |
68
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $1.53K | Hold |
68
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $1.54K | Hold |
68
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $1.11K | Hold |
68
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $1.82K | Buy |
+68
| New | +$1.82K | ﹤0.01% | 340 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$1.38K | – | 380 |
|
|
2023
Q3 | $1.38K | Hold |
44
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $1.91K | Hold |
44
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $1.43K | Hold |
44
| – | – | ﹤0.01% | 319 |
|
|
2022
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 330 |
|
|
2022
Q3 | $1K | Buy |
44
+20
| +83% | +$455 | ﹤0.01% | 327 |
|
|
2022
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 323 |
|