Clearview Wealth Advisors’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 |
-958
| Closed | -$41.6K | – | 603 |
|
|
2023
Q2 | $41.6K | Buy |
958
+920
| +2,421% | +$39.9K | 0.04% | 204 |
|
|
2023
Q1 | $1.23K | Buy |
38
+5
| +15% | +$162 | ﹤0.01% | 558 |
|
|
2022
Q4 | $943 | Sell |
33
-25
| -43% | -$714 | ﹤0.01% | 533 |
|
|
2022
Q3 | $2K | Sell |
58
-122
| -68% | -$4.21K | ﹤0.01% | 504 |
|
|
2022
Q2 | $7K | Buy |
180
+27
| +18% | +$1.05K | 0.01% | 407 |
|
|
2022
Q1 | $15K | Buy |
153
+17
| +13% | +$1.67K | 0.01% | 333 |
|
|
2021
Q4 | $19K | Sell |
136
-27
| -17% | -$3.77K | 0.01% | 342 |
|
|
2021
Q3 | $21K | Sell |
163
-16
| -9% | -$2.06K | 0.01% | 331 |
|
|
2021
Q2 | $20K | Buy |
179
+24
| +15% | +$2.68K | 0.01% | 343 |
|
|
2021
Q1 | $16K | Buy |
155
+62
| +67% | +$6.4K | 0.01% | 361 |
|
|
2020
Q4 | $14K | Buy |
+93
| New | +$14K | 0.01% | 340 |
|