Financial Perspectives’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.7K | Hold |
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|
2025
Q2 | $28.2K | Hold |
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|
2025
Q1 | $22.8K | Hold |
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|
2024
Q4 | $26.2K | Sell |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $91.7K | Hold |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $183K | Buy |
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|
2022
Q4 | $155K | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $853K | Buy |
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|
2021
Q3 | $738K | Hold |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $335K | Buy |
|