Independent Advisor Alliance’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 |
-5,162
| Closed | -$211K | – | 736 |
|
|
2023
Q4 | $211K | Buy |
+5,162
| New | +$211K | 0.01% | 632 |
|
|
2023
Q3 | – | Sell |
-6,866
| Closed | -$298K | – | 701 |
|
|
2023
Q2 | $298K | Sell |
6,866
-789
| -10% | -$34.3K | 0.01% | 531 |
|
|
2023
Q1 | $248K | Buy |
+7,655
| New | +$248K | 0.01% | 560 |
|
|
2022
Q2 | – | Sell |
-2,383
| Closed | -$236K | – | 693 |
|
|
2022
Q1 | $236K | Buy |
2,383
+292
| +14% | +$28.9K | 0.01% | 564 |
|
|
2021
Q4 | $299K | Buy |
+2,091
| New | +$299K | 0.01% | 526 |
|