Dogwood Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35K | Hold |
80
| – | – | ﹤0.01% | 547 |
|
|
2025
Q1 | $1.57K | Hold |
80
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $1.8K | Buy |
+80
| New | +$1.8K | ﹤0.01% | 234 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 575 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 661 |
|
|
2024
Q1 | – | Hold |
0
| – | -$2 | – | 614 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 583 |
|