Cornerstone Planning Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Hold |
1,216
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $25.5K | Buy |
1,216
+1,212
| +30,300% | +$25.4K | 0.01% | 361 |
|
|
2024
Q4 | $87 | Sell |
4
-4
| -50% | -$87 | ﹤0.01% | 1357 |
|
|
2024
Q3 | $166 | Hold |
8
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q2 | $116 | Hold |
8
| – | – | ﹤0.01% | 1197 |
|
|
2024
Q1 | $198 | Sell |
8
-1
| -11% | -$25 | ﹤0.01% | 1016 |
|
|
2023
Q4 | $368 | Sell |
9
-72
| -89% | -$2.94K | ﹤0.01% | 808 |
|
|
2023
Q3 | $2.54K | Sell |
81
-53
| -40% | -$1.66K | ﹤0.01% | 612 |
|
|
2023
Q2 | $5.82K | Buy |
+134
| New | +$5.82K | ﹤0.01% | 837 |
|
|
2022
Q4 | $10.8K | Buy |
+372
| New | +$10.8K | ﹤0.01% | 617 |
|