Hantz Financial Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
137
+8
| +6% | +$175 | ﹤0.01% | 1927 |
|
|
2025
Q1 | $3K | Buy |
129
+4
| +3% | +$93 | ﹤0.01% | 1322 |
|
|
2024
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 939 |
|
|
2024
Q2 | $2K | Sell |
125
-73
| -37% | -$1.17K | ﹤0.01% | 972 |
|
|
2024
Q1 | $5K | Sell |
198
-13
| -6% | -$328 | ﹤0.01% | 947 |
|
|
2023
Q4 | $9K | Sell |
211
-7,246
| -97% | -$309K | ﹤0.01% | 819 |
|
|
2023
Q3 | $234K | Buy |
7,457
+442
| +6% | +$13.9K | 0.01% | 539 |
|
|
2023
Q2 | $305K | Buy |
7,015
+226
| +3% | +$9.83K | 0.01% | 513 |
|
|
2023
Q1 | $220K | Sell |
6,789
-1,075
| -14% | -$34.8K | 0.01% | 537 |
|
|
2022
Q4 | $225K | Buy |
7,864
+988
| +14% | +$28.3K | 0.01% | 527 |
|
|
2022
Q3 | $219K | Buy |
6,876
+898
| +15% | +$28.6K | 0.01% | 511 |
|
|
2022
Q2 | $220K | Buy |
5,978
+437
| +8% | +$16.1K | 0.01% | 506 |
|
|
2022
Q1 | $550K | Buy |
5,541
+5,414
| +4,263% | +$537K | 0.02% | 439 |
|
|
2021
Q4 | $18K | Sell |
127
-643
| -84% | -$91.1K | ﹤0.01% | 632 |
|
|
2021
Q3 | $97K | Buy |
770
+477
| +163% | +$60.1K | ﹤0.01% | 533 |
|
|
2021
Q2 | $32K | Buy |
293
+74
| +34% | +$8.08K | ﹤0.01% | 581 |
|
|
2021
Q1 | $22K | Buy |
+219
| New | +$22K | ﹤0.01% | 553 |
|