JTC Employer Solutions Trustee’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-773
| Closed | -$21K | – | 347 |
|
|
2024
Q1 | $21K | Sell |
773
-550
| -42% | -$14.9K | ﹤0.01% | 294 |
|
|
2023
Q4 | $56K | Hold |
1,323
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $41K | Hold |
1,323
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $58K | Hold |
1,323
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $43K | Hold |
1,323
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $38K | Buy |
+1,323
| New | +$38K | ﹤0.01% | 289 |
|