CX Institutional’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
+1,014
| New | +$25K | ﹤0.01% | 939 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$8K | – | 1085 |
|
|
2022
Q2 | $8K | Buy |
+225
| New | +$8K | ﹤0.01% | 986 |
|
|
2021
Q4 | – | Sell |
-14,222
| Closed | -$1.8M | – | 854 |
|
|
2021
Q3 | $1.8M | Sell |
14,222
-1,132
| -7% | -$143K | 0.15% | 156 |
|
|
2021
Q2 | $1.69M | Buy |
+15,354
| New | +$1.69M | 0.14% | 171 |
|