Gruss & Co’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,460
| Closed | -$352K | – | 39 |
|
2021
Q4 | $352K | Buy |
2,460
+380
| +18% | +$54.4K | 0.94% | 28 |
|
2021
Q3 | $263K | Sell |
2,080
-120
| -5% | -$15.2K | 0.74% | 25 |
|
2021
Q2 | $242K | Buy |
2,200
+120
| +6% | +$13.2K | 0.88% | 22 |
|
2021
Q1 | $209K | Buy |
+2,080
| New | +$209K | 0.87% | 23 |
|