DAS
Dynamic Advisor Solutions’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,949
| Closed | -$279K | – | 783 |
|
|
2021
Q4 | $279K | Buy |
1,949
+97
| +5% | +$13.9K | 0.02% | 590 |
|
|
2021
Q3 | $234K | Buy |
1,852
+18
| +1% | +$2.27K | 0.02% | 653 |
|
|
2021
Q2 | $201K | Buy |
+1,834
| New | +$201K | 0.02% | 683 |
|
|
2021
Q1 | – | Sell |
-1,562
| Closed | -$240K | – | 730 |
|
|
2020
Q4 | $240K | Buy |
+1,562
| New | +$240K | 0.02% | 548 |
|