Glassman Wealth Services’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 |
-140
| Closed | -$5.73K | – | 1711 |
|
|
2023
Q4 | $5.73K | Sell |
140
-27
| -16% | -$1.1K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $5.24K | Hold |
167
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q2 | $7.25K | Sell |
167
-64
| -28% | -$2.78K | ﹤0.01% | 889 |
|
|
2023
Q1 | $7.49K | Buy |
231
+33
| +17% | +$1.07K | ﹤0.01% | 887 |
|
|
2022
Q4 | $5.66K | Buy |
198
+25
| +14% | +$715 | ﹤0.01% | 989 |
|
|
2022
Q3 | $6K | Buy |
173
+41
| +31% | +$1.42K | ﹤0.01% | 965 |
|
|
2022
Q2 | $5K | Buy |
132
+116
| +725% | +$4.39K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $2K | Sell |
16
-38
| -70% | -$4.75K | ﹤0.01% | 1274 |
|
|
2021
Q4 | $8K | Buy |
54
+42
| +350% | +$6.22K | ﹤0.01% | 875 |
|
|
2021
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1227 |
|