Crewe Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$17.4K | – | 894 |
|
|
2023
Q2 | $17.4K | Hold |
400
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $13K | Sell |
400
-50
| -11% | -$1.62K | ﹤0.01% | 501 |
|
|
2022
Q4 | $12.9K | Buy |
450
+34
| +8% | +$972 | ﹤0.01% | 504 |
|
|
2022
Q3 | $13K | Buy |
416
+16
| +4% | +$500 | ﹤0.01% | 593 |
|
|
2022
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 501 |
|