EverSource Wealth Advisors’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Sell |
654
-1,366
| -68% | -$33.1K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $39.6K | Buy |
2,020
+1,159
| +135% | +$22.7K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $19.3K | Sell |
861
-52
| -6% | -$1.17K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $20.7K | Buy |
913
+736
| +416% | +$16.6K | ﹤0.01% | 1468 |
|
|
2024
Q2 | $2.9K | Sell |
177
-77
| -30% | -$1.26K | ﹤0.01% | 2425 |
|
|
2024
Q1 | $6.16K | Buy |
254
+200
| +370% | +$4.85K | ﹤0.01% | 1943 |
|
|
2023
Q4 | $2.21K | Buy |
+54
| New | +$2.21K | ﹤0.01% | 2137 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$1.26K | – | 2540 |
|
|
2022
Q4 | $1.26K | Sell |
44
-456
| -91% | -$13K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $50K | Hold |
500
| – | – | 0.01% | 467 |
|
|
2021
Q4 | $71K | Buy |
+500
| New | +$71K | 0.02% | 362 |
|