IFP Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-618
| Closed | -$12.1K | – | 2087 |
|
|
2025
Q1 | $12.1K | Sell |
618
-149
| -19% | -$2.92K | ﹤0.01% | 2517 |
|
|
2024
Q4 | $17.7K | Buy |
767
+297
| +63% | +$6.87K | ﹤0.01% | 2303 |
|
|
2024
Q3 | $10.6K | Buy |
470
+211
| +81% | +$4.77K | ﹤0.01% | 2398 |
|
|
2024
Q2 | $4.21K | Sell |
259
-4,886
| -95% | -$79.5K | ﹤0.01% | 2621 |
|
|
2024
Q1 | $137K | Sell |
5,145
-299
| -5% | -$7.98K | 0.01% | 1165 |
|
|
2023
Q4 | $223K | Buy |
5,444
+454
| +9% | +$18.6K | 0.01% | 902 |
|
|
2023
Q3 | $157K | Buy |
4,990
+4,071
| +443% | +$128K | 0.01% | 1077 |
|
|
2023
Q2 | $39.9K | Buy |
919
+725
| +374% | +$31.5K | ﹤0.01% | 1707 |
|
|
2023
Q1 | $13.3K | Sell |
194
-1,727
| -90% | -$118K | ﹤0.01% | 2185 |
|
|
2022
Q4 | $138K | Sell |
1,921
-853
| -31% | -$61.3K | ﹤0.01% | 1562 |
|
|
2022
Q3 | $195K | Sell |
2,774
-34
| -1% | -$2.39K | 0.01% | 1418 |
|
|
2022
Q2 | $197K | Hold |
2,808
| – | – | 0.01% | 1289 |
|
|
2022
Q1 | $197K | Buy |
2,808
+2,449
| +682% | +$172K | 0.01% | 1289 |
|
|
2021
Q4 | $52K | Buy |
359
+103
| +40% | +$14.9K | ﹤0.01% | 1516 |
|
|
2021
Q3 | $34K | Sell |
256
-372
| -59% | -$49.4K | ﹤0.01% | 1699 |
|
|
2021
Q2 | $70K | Sell |
628
-820
| -57% | -$91.4K | ﹤0.01% | 1386 |
|
|
2021
Q1 | $149K | Buy |
1,448
+834
| +136% | +$85.8K | ﹤0.01% | 984 |
|
|
2020
Q4 | $94K | Buy |
614
+414
| +207% | +$63.4K | ﹤0.01% | 1165 |
|
|
2020
Q3 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 1691 |
|