Householder Group Estate & Retirement Specialist’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,322
| Closed | -$94K | – | 1319 |
|
|
2023
Q4 | $94K | Buy |
2,322
+185
| +9% | +$7.49K | 0.03% | 345 |
|
|
2023
Q3 | $67.1K | Buy |
+2,137
| New | +$67.1K | 0.02% | 390 |
|
|
2023
Q1 | $5K | Buy |
151
+17
| +13% | +$563 | ﹤0.01% | 971 |
|
|
2022
Q4 | $3K | Hold |
134
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 905 |
|