J.W. Cole Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,190
| Closed | -$206K | – | 807 |
|
|
2022
Q4 | $206K | Buy |
+7,190
| New | +$206K | 0.02% | 683 |
|
|
2022
Q2 | – | Sell |
-4,810
| Closed | -$477K | – | 818 |
|
|
2022
Q1 | $477K | Buy |
4,810
+2,827
| +143% | +$280K | 0.03% | 469 |
|
|
2021
Q4 | $284K | Buy |
+1,983
| New | +$284K | 0.02% | 672 |
|