Institutional & Family Asset Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-151
| Closed | -$4.74K | – | 749 |
|
|
2023
Q3 | $4.74K | Hold |
151
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $6.56K | Sell |
151
-4
| -3% | -$174 | ﹤0.01% | 433 |
|
|
2023
Q1 | $5.03K | Buy |
155
+43
| +38% | +$1.4K | ﹤0.01% | 475 |
|
|
2022
Q4 | $3.2K | Hold |
112
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $4K | Sell |
112
-47
| -30% | -$1.68K | ﹤0.01% | 518 |
|
|
2022
Q2 | $6K | Hold |
159
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $16K | Buy |
+159
| New | +$16K | ﹤0.01% | 383 |
|