Integrated Wealth Concepts’s Unifirst Corp UNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,377
| Closed | -$274K | – | 1787 |
|
|
2024
Q3 | $274K | Sell |
1,377
-222
| -14% | -$44.1K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $274K | Buy |
1,599
+1
| +0.1% | +$172 | ﹤0.01% | 1362 |
|
|
2024
Q1 | $277K | Hold |
1,598
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q4 | $292K | Buy |
1,598
+12
| +0.8% | +$2.2K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $259K | Hold |
1,586
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $246K | Buy |
+1,586
| New | +$246K | ﹤0.01% | 1327 |
|