Cornerstone Planning Group’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 | $1.13K | Sell |
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|
2025
Q2 | $41.3K | Hold |
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|
2025
Q1 | $25.5K | Buy |
|
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|
2024
Q4 | $87 | Sell |
|
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|
2024
Q3 | $166 | Hold |
|
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|
2024
Q2 | $116 | Hold |
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|
2024
Q1 | $198 | Sell |
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|
2023
Q4 | $368 | Sell |
|
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|
2023
Q3 | $2.54K | Sell |
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|
2023
Q2 | $5.82K | Buy |
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|
2022
Q4 | $10.8K | Buy |
|