Commonwealth Equity Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
87,621
-419
| -0.5% | -$10.1K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $1.73M | Buy |
88,040
+21,620
| +33% | +$424K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $1.49M | Sell |
66,420
-1,364
| -2% | -$30.6K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $1.53M | Sell |
67,784
-3,736
| -5% | -$84.5K | ﹤0.01% | 2018 |
|
|
2024
Q2 | $1.16M | Sell |
71,520
-10,026
| -12% | -$163K | ﹤0.01% | 2160 |
|
|
2024
Q1 | $2.18M | Sell |
81,546
-6,230
| -7% | -$166K | ﹤0.01% | 1724 |
|
|
2023
Q4 | $3.59M | Sell |
87,776
-10,664
| -11% | -$436K | 0.01% | 1311 |
|
|
2023
Q3 | $3.09M | Buy |
98,440
+3,966
| +4% | +$124K | 0.01% | 1313 |
|
|
2023
Q2 | $4.1M | Buy |
94,474
+5,157
| +6% | +$224K | 0.01% | 1150 |
|
|
2023
Q1 | $2.9K | Buy |
89,317
+5,228
| +6% | +$170 | 0.01% | 1314 |
|
|
2022
Q4 | $2.4M | Buy |
84,089
+3,000
| +4% | +$85.8K | 0.01% | 1385 |
|
|
2022
Q3 | $2.58M | Buy |
81,089
+3,127
| +4% | +$99.6K | 0.01% | 1262 |
|
|
2022
Q2 | $2.87M | Buy |
77,962
+18,247
| +31% | +$672K | 0.01% | 1206 |
|
|
2022
Q1 | $5.92M | Buy |
59,715
+1,446
| +2% | +$143K | 0.01% | 859 |
|
|
2021
Q4 | $8.33M | Buy |
58,269
+19,975
| +52% | +$2.86M | 0.02% | 675 |
|
|
2021
Q3 | $4.83M | Buy |
38,294
+2,569
| +7% | +$324K | 0.01% | 893 |
|
|
2021
Q2 | $3.92M | Buy |
35,725
+10,561
| +42% | +$1.16M | 0.01% | 990 |
|
|
2021
Q1 | $2.52M | Buy |
25,164
+11,844
| +89% | +$1.19M | 0.01% | 1174 |
|
|
2020
Q4 | $2.04M | Buy |
13,320
+10,443
| +363% | +$1.6M | 0.01% | 1215 |
|
|
2020
Q3 | $251K | Buy |
+2,877
| New | +$251K | ﹤0.01% | 2515 |
|