Horizon Investments’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,105
| Closed | -$66.1K | – | 853 |
|
|
2023
Q3 | $66.1K | Buy |
2,105
+138
| +7% | +$4.33K | ﹤0.01% | 619 |
|
|
2023
Q2 | $85.4K | Buy |
1,967
+85
| +5% | +$3.69K | ﹤0.01% | 608 |
|
|
2023
Q1 | $61.1K | Buy |
+1,882
| New | +$61.1K | ﹤0.01% | 608 |
|
|
2022
Q1 | – | Sell |
-7,822
| Closed | -$1.12M | – | 532 |
|
|
2021
Q4 | $1.12M | Buy |
7,822
+475
| +6% | +$67.9K | 0.03% | 191 |
|
|
2021
Q3 | $928K | Buy |
+7,347
| New | +$928K | 0.02% | 211 |
|