Integrated Wealth Concepts’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
83,145
-5,782
| -7% | -$140K | 0.02% | 617 |
|
|
2025
Q1 | $1.74M | Buy |
88,927
+2,743
| +3% | +$53.7K | 0.02% | 611 |
|
|
2024
Q4 | $1.94M | Sell |
86,184
-3,467
| -4% | -$77.9K | 0.02% | 569 |
|
|
2024
Q3 | $2.03M | Sell |
89,651
-408
| -0.5% | -$9.23K | 0.02% | 542 |
|
|
2024
Q2 | $1.46M | Sell |
90,059
-2,747
| -3% | -$44.7K | 0.02% | 608 |
|
|
2024
Q1 | $2.48M | Buy |
+92,806
| New | +$2.48M | 0.04% | 444 |
|