D.L. Carlson Investment Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.86M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $18.9M | Buy |
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|
2021
Q3 | $16.6M | Buy |
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|
2021
Q2 | $7.82M | Buy |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $2.08M | Buy |
|