Financial Synergies Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$29 | – | 556 |
|
|
2023
Q4 | $29 | Buy |
+1
| New | +$29 | ﹤0.01% | 455 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$29 | – | 511 |
|
|
2022
Q4 | $29 | Hold |
1
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $32 | Hold |
1
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $37 | Buy |
+1
| New | +$37 | ﹤0.01% | 487 |
|