Colonial Trust Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-79
| Closed | -$1.79K | – | 781 |
|
|
2024
Q3 | $1.79K | Hold |
79
| – | – | ﹤0.01% | 687 |
|
|
2024
Q2 | $1.29K | Hold |
79
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $2.11K | Hold |
79
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $3.23K | Hold |
79
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $2.48K | Hold |
79
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $3.43K | Hold |
79
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $2.56K | Hold |
79
| – | – | ﹤0.01% | 699 |
|
|
2022
Q4 | $2.26K | Buy |
+79
| New | +$2.26K | ﹤0.01% | 707 |
|