Financial Perspectives’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Hold |
1,166
| – | – | 0.01% | 377 |
|
|
2025
Q1 | $22.8K | Hold |
1,166
| – | – | 0.01% | 397 |
|
|
2024
Q4 | $26.2K | Sell |
1,166
-4,471
| -79% | -$100K | 0.01% | 378 |
|
|
2024
Q3 | $128K | Hold |
5,637
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $91.7K | Hold |
5,637
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $151K | Hold |
5,637
| – | – | 0.06% | 163 |
|
|
2023
Q4 | $230K | Hold |
5,637
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $177K | Hold |
5,637
| – | – | 0.08% | 140 |
|
|
2023
Q2 | $245K | Hold |
5,637
| – | – | 0.11% | 111 |
|
|
2023
Q1 | $183K | Buy |
5,637
+202
| +4% | +$6.55K | 0.09% | 129 |
|
|
2022
Q4 | $155K | Sell |
5,435
-1,200
| -18% | -$34.3K | 0.08% | 139 |
|
|
2022
Q3 | $211K | Buy |
6,635
+462
| +7% | +$14.7K | 0.12% | 113 |
|
|
2022
Q2 | $227K | Hold |
6,173
| – | – | 0.13% | 104 |
|
|
2022
Q1 | $612K | Buy |
6,173
+207
| +3% | +$20.5K | 0.29% | 54 |
|
|
2021
Q4 | $853K | Buy |
5,966
+124
| +2% | +$17.7K | 0.4% | 41 |
|
|
2021
Q3 | $738K | Hold |
5,842
| – | – | 0.37% | 48 |
|
|
2021
Q2 | $642K | Sell |
5,842
-572,947
| -99% | -$62.9M | 0.31% | 57 |
|
|
2021
Q1 | $5.77M | Buy |
578,789
+576,607
| +26,426% | +$5.75M | 0.29% | 65 |
|
|
2020
Q4 | $335K | Buy |
+2,182
| New | +$335K | 0.19% | 78 |
|