Global Retirement Partners’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
+496
| New | +$12K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $4.11K | Buy |
183
+40
| +28% | +$899 | ﹤0.01% | 2772 |
|
|
2024
Q3 | $3.24K | Sell |
143
-13
| -8% | -$294 | ﹤0.01% | 2751 |
|
|
2024
Q2 | $2.54K | Sell |
156
-380
| -71% | -$6.18K | ﹤0.01% | 2883 |
|
|
2024
Q1 | $14.3K | Sell |
536
-48
| -8% | -$1.28K | ﹤0.01% | 1958 |
|
|
2023
Q4 | $19.9K | Sell |
584
-1,168
| -67% | -$39.8K | ﹤0.01% | 1757 |
|
|
2023
Q3 | $51.6K | Buy |
1,752
+926
| +112% | +$27.3K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $35.9K | Hold |
826
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q1 | $20.6K | Buy |
826
+733
| +788% | +$18.3K | ﹤0.01% | 1626 |
|
|
2022
Q4 | $2.66K | Sell |
93
-6
| -6% | -$172 | ﹤0.01% | 2256 |
|
|
2022
Q3 | $3K | Buy |
99
+39
| +65% | +$1.18K | ﹤0.01% | 2159 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2250 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$5K | – | 2058 |
|
|
2021
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1590 |
|