HUB Investment Partners’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+9,671
| New | +$234K | 0.01% | 536 |
|
|
2025
Q1 | – | Sell |
-10,851
| Closed | -$244K | – | 600 |
|
|
2024
Q4 | $244K | Sell |
10,851
-6,490
| -37% | -$146K | 0.01% | 442 |
|
|
2024
Q3 | $392K | Sell |
17,341
-513
| -3% | -$11.6K | 0.02% | 333 |
|
|
2024
Q2 | $290K | Sell |
17,854
-1,631
| -8% | -$26.5K | 0.01% | 360 |
|
|
2024
Q1 | $520K | Buy |
19,485
+7,035
| +57% | +$188K | 0.03% | 264 |
|
|
2023
Q4 | $509K | Buy |
+12,450
| New | +$509K | 0.03% | 242 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 202 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 224 |
|