International Assets Investment Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,839
| Closed | -$656 | – | 1868 |
|
|
2024
Q3 | $656 | Buy |
14,839
+14,053
| +1,788% | +$621 | ﹤0.01% | 1271 |
|
|
2024
Q2 | $12.8K | Buy |
+786
| New | +$12.8K | ﹤0.01% | 1594 |
|
|
2023
Q2 | – | Sell |
-1,519
| Closed | -$49.3K | – | 1041 |
|
|
2023
Q1 | $49.3K | Buy |
+1,519
| New | +$49.3K | 0.01% | 679 |
|
|
2021
Q2 | – | Sell |
-1,460
| Closed | -$188K | – | 1801 |
|
|
2021
Q1 | $188K | Buy |
1,460
+680
| +87% | +$87.6K | 0.02% | 527 |
|
|
2020
Q4 | $120K | Buy |
+780
| New | +$120K | 0.02% | 527 |
|