IWA
IVC Wealth Advisors’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,013
| Closed | -$299K | – | 149 |
|
|
2022
Q1 | $299K | Buy |
3,013
+83
| +3% | +$8.24K | 0.2% | 114 |
|
|
2021
Q4 | $419K | Buy |
2,930
+5
| +0.2% | +$715 | 0.27% | 94 |
|
|
2021
Q3 | $369K | Sell |
2,925
-95
| -3% | -$12K | 0.25% | 94 |
|
|
2021
Q2 | $332K | Buy |
3,020
+620
| +26% | +$68.2K | 0.23% | 104 |
|
|
2021
Q1 | $241K | Buy |
+2,400
| New | +$241K | 0.19% | 105 |
|