Concourse Financial Group Securities’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $41K | Buy |
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|
2023
Q3 | $28.3K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | – | Hold |
|