Focused Wealth Management’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 |
-60
| Closed | -$2.45K | – | 865 |
|
|
2023
Q4 | $2.45K | Hold |
60
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $1.88K | Hold |
60
| – | – | ﹤0.01% | 753 |
|
|
2023
Q2 | $2.61K | Hold |
60
| – | – | ﹤0.01% | 725 |
|
|
2023
Q1 | $1.95K | Hold |
60
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $1.72K | Hold |
60
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 757 |
|
|
2022
Q2 | $2K | Sell |
60
-249
| -81% | -$8.3K | ﹤0.01% | 727 |
|
|
2022
Q1 | $31K | Hold |
309
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $44K | Sell |
309
-271
| -47% | -$38.6K | 0.01% | 378 |
|
|
2021
Q3 | $73K | Buy |
580
+553
| +2,048% | +$69.6K | 0.01% | 331 |
|
|
2021
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 738 |
|