Concord Wealth Partners’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24 | Hold |
1
| – | – | ﹤0.01% | 852 |
|
|
2025
Q1 | $20 | Hold |
1
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $22 | Sell |
1
-537
| -100% | -$11.8K | ﹤0.01% | 914 |
|
|
2024
Q3 | $12.2K | Buy |
538
+514
| +2,142% | +$11.6K | ﹤0.01% | 540 |
|
|
2024
Q2 | $390 | Sell |
24
-537
| -96% | -$8.73K | ﹤0.01% | 773 |
|
|
2024
Q1 | $15K | Buy |
561
+537
| +2,238% | +$14.3K | ﹤0.01% | 526 |
|
|
2023
Q4 | $981 | Sell |
24
-403
| -94% | -$16.5K | ﹤0.01% | 760 |
|
|
2023
Q3 | $13.4K | Sell |
427
-13
| -3% | -$408 | ﹤0.01% | 572 |
|
|
2023
Q2 | $19.1K | Buy |
440
+191
| +77% | +$8.29K | ﹤0.01% | 511 |
|
|
2023
Q1 | $8.08K | Sell |
249
-1,368
| -85% | -$44.4K | ﹤0.01% | 617 |
|
|
2022
Q4 | $46.2K | Buy |
+1,617
| New | +$46.2K | 0.01% | 389 |
|
|
2022
Q3 | – | Sell |
-3,173
| Closed | -$117K | – | 1079 |
|
|
2022
Q2 | $117K | Buy |
3,173
+2,052
| +183% | +$75.7K | 0.03% | 237 |
|
|
2022
Q1 | $111K | Sell |
1,121
-179
| -14% | -$17.7K | 0.03% | 285 |
|
|
2021
Q4 | $186K | Buy |
1,300
+973
| +298% | +$139K | 0.05% | 202 |
|
|
2021
Q3 | $41K | Sell |
327
-175
| -35% | -$21.9K | 0.02% | 254 |
|
|
2021
Q2 | $55K | Buy |
+502
| New | +$55K | 0.02% | 342 |
|