EWM
Empirical Wealth Management’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+9,590
| New | +$232K | 0.01% | 590 |
|
|
2024
Q2 | – | Sell |
-7,905
| Closed | -$211K | – | 580 |
|
|
2024
Q1 | $211K | Sell |
7,905
-3,765
| -32% | -$101K | 0.01% | 501 |
|
|
2023
Q4 | $477K | Buy |
11,670
+666
| +6% | +$27.2K | 0.02% | 327 |
|
|
2023
Q3 | $345K | Buy |
11,004
+675
| +7% | +$21.2K | 0.01% | 346 |
|
|
2023
Q2 | $448K | Buy |
10,329
+481
| +5% | +$20.9K | 0.02% | 327 |
|
|
2023
Q1 | $319K | Buy |
9,848
+203
| +2% | +$6.59K | 0.01% | 386 |
|
|
2022
Q4 | $276K | Sell |
9,645
-99
| -1% | -$2.83K | 0.01% | 393 |
|
|
2022
Q3 | $310K | Buy |
9,744
+906
| +10% | +$28.8K | 0.02% | 370 |
|
|
2022
Q2 | $325K | Buy |
8,838
+6,447
| +270% | +$237K | 0.02% | 371 |
|
|
2022
Q1 | $237K | Buy |
2,391
+380
| +19% | +$37.7K | 0.01% | 440 |
|
|
2021
Q4 | $288K | Buy |
+2,011
| New | +$288K | 0.01% | 430 |
|