Gradient Investments’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26
| Closed | -$423 | – | 1223 |
|
|
2024
Q2 | $423 | Buy |
26
+10
| +63% | +$163 | ﹤0.01% | 1204 |
|
|
2024
Q1 | $427 | Sell |
16
-1
| -6% | -$27 | ﹤0.01% | 1041 |
|
|
2023
Q4 | $695 | Hold |
17
| – | – | ﹤0.01% | 1520 |
|
|
2023
Q3 | $534 | Hold |
17
| – | – | ﹤0.01% | 1541 |
|
|
2023
Q2 | $738 | Buy |
17
+1
| +6% | +$43 | ﹤0.01% | 1453 |
|
|
2023
Q1 | $519 | Buy |
+16
| New | +$519 | ﹤0.01% | 1280 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | – | – | 1664 |
|
|
2022
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1544 |
|