Golden State Equity Partners’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,255
| Closed | -$285K | – | 254 |
|
|
2021
Q3 | $285K | Sell |
2,255
-1,000
| -31% | -$126K | 0.12% | 177 |
|
|
2021
Q2 | $357K | Buy |
+3,255
| New | +$357K | 0.14% | 156 |
|
|
2021
Q1 | – | Sell |
-3,060
| Closed | -$470K | – | 215 |
|
|
2020
Q4 | $470K | Buy |
+3,060
| New | +$470K | 0.32% | 84 |
|