Gladstone Institutional Advisory’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,470
| Closed | -$344K | – | 733 |
|
|
2022
Q1 | $344K | Buy |
3,470
+737
| +27% | +$73.1K | 0.02% | 517 |
|
|
2021
Q4 | $391K | Buy |
2,733
+308
| +13% | +$44.1K | 0.03% | 428 |
|
|
2021
Q3 | $306K | Buy |
2,425
+285
| +13% | +$36K | 0.03% | 426 |
|
|
2021
Q2 | $235K | Buy |
+2,140
| New | +$235K | 0.03% | 453 |
|
|
2021
Q1 | – | Sell |
-1,615
| Closed | -$248K | – | 444 |
|
|
2020
Q4 | $248K | Buy |
+1,615
| New | +$248K | 0.05% | 261 |
|