Hel Ved Capital Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
52,600
+35,200
| +202% | +$852K | 0.34% | 41 |
|
|
2025
Q1 | $341K | Buy |
+17,400
| New | +$341K | 0.12% | 59 |
|
|
2024
Q3 | – | Sell |
-64,155
| Closed | -$1.04M | – | 73 |
|
|
2024
Q2 | $1.04M | Sell |
64,155
-46,800
| -42% | -$761K | 0.28% | 45 |
|
|
2024
Q1 | $2.96M | Buy |
110,955
+8,660
| +8% | +$231K | 0.73% | 32 |
|
|
2023
Q4 | $4.18M | Buy |
+102,295
| New | +$4.18M | 1.21% | 22 |
|