IHT Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,661
| Closed | -$264K | – | 807 |
|
|
2022
Q1 | $264K | Buy |
2,661
+32
| +1% | +$3.18K | 0.02% | 619 |
|
|
2021
Q4 | $376K | Buy |
2,629
+266
| +11% | +$38K | 0.03% | 529 |
|
|
2021
Q3 | $298K | Sell |
2,363
-39
| -2% | -$4.92K | 0.02% | 592 |
|
|
2021
Q2 | $264K | Buy |
+2,402
| New | +$264K | 0.02% | 759 |
|