Commonwealth Equity Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3M | Sell |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $2.9K | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $5.92M | Buy |
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|
2021
Q4 | $8.33M | Buy |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $3.92M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $251K | Buy |
|