IFP Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $12.1K | Sell |
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|
2024
Q4 | $17.7K | Buy |
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|
2024
Q3 | $10.6K | Buy |
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|
2024
Q2 | $4.21K | Sell |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $157K | Buy |
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|
2023
Q2 | $39.9K | Buy |
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|
2023
Q1 | $13.3K | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $197K | Buy |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $34K | Sell |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $94K | Buy |
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|
2020
Q3 | $18K | Buy |
|