Ellevest Inc’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-522
| Closed | -$16.9K | – | 1553 |
|
|
2023
Q1 | $16.9K | Sell |
522
-483
| -48% | -$15.7K | ﹤0.01% | 886 |
|
|
2022
Q4 | $28.7K | Buy |
1,005
+574
| +133% | +$16.4K | ﹤0.01% | 755 |
|
|
2022
Q3 | $14K | Buy |
431
+64
| +17% | +$2.08K | ﹤0.01% | 917 |
|
|
2022
Q2 | $14K | Buy |
367
+138
| +60% | +$5.26K | ﹤0.01% | 832 |
|
|
2022
Q1 | $23K | Buy |
229
+3
| +1% | +$301 | ﹤0.01% | 712 |
|
|
2021
Q4 | $32K | Buy |
226
+166
| +277% | +$23.5K | ﹤0.01% | 619 |
|
|
2021
Q3 | $8K | Buy |
60
+48
| +400% | +$6.4K | ﹤0.01% | 877 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1210 |
|