Gerber Kawasaki Wealth & Investment Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,624
| Closed | -$207K | – | 258 |
|
|
2022
Q2 | $207K | Sell |
5,624
-14,782
| -72% | -$544K | 0.02% | 225 |
|
|
2022
Q1 | $2.02M | Sell |
20,406
-99
| -0.5% | -$9.82K | 0.17% | 79 |
|
|
2021
Q4 | $2.91M | Buy |
20,505
+9,079
| +79% | +$1.29M | 0.23% | 74 |
|
|
2021
Q3 | $1.44M | Buy |
11,426
+1,224
| +12% | +$154K | 0.19% | 61 |
|
|
2021
Q2 | $1.12M | Buy |
10,202
+903
| +10% | +$99.1K | 0.11% | 96 |
|
|
2021
Q1 | $932K | Buy |
9,299
+788
| +9% | +$79K | 0.11% | 97 |
|
|
2020
Q4 | $1.31M | Buy |
8,511
+3,453
| +68% | +$530K | 0.18% | 73 |
|
|
2020
Q3 | $441K | Buy |
+5,058
| New | +$441K | 0.09% | 82 |
|