Cetera Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.75M | Buy |
+102,902
| New | +$2.75M | 0.02% | 679 |
|
|
2023
Q4 | – | Sell |
-16,168
| Closed | -$508K | – | 1857 |
|
|
2023
Q3 | $508K | Sell |
16,168
-7,935
| -33% | -$249K | 0.01% | 1062 |
|
|
2023
Q2 | $1.05M | Buy |
24,103
+7,757
| +47% | +$337K | 0.02% | 695 |
|
|
2023
Q1 | $530K | Buy |
+16,346
| New | +$530K | 0.01% | 987 |
|