Clearstead Advisors’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 |
-237
| Closed | -$4.64K | – | 2878 |
|
|
2025
Q1 | $4.64K | Buy |
237
+162
| +216% | +$3.17K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $1.69K | Buy |
+75
| New | +$1.69K | ﹤0.01% | 1863 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$390 | – | 1443 |
|
|
2023
Q1 | $390 | Buy |
+12
| New | +$390 | ﹤0.01% | 1320 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 1379 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q1 | $3K | Buy |
28
+10
| +56% | +$1.07K | ﹤0.01% | 1165 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q2 | $2K | Buy |
18
+2
| +13% | +$222 | ﹤0.01% | 1089 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 901 |
|