Kelly Financial Services’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 |
-50
| Closed | -$1.34K | – | 822 |
|
|
2024
Q1 | $1.34K | Sell |
50
-925
| -95% | -$24.7K | ﹤0.01% | 636 |
|
|
2023
Q4 | $39.9K | Buy |
975
+341
| +54% | +$13.9K | 0.02% | 229 |
|
|
2023
Q3 | $19.9K | Sell |
634
-54
| -8% | -$1.7K | 0.01% | 281 |
|
|
2023
Q2 | $29.9K | Buy |
688
+51
| +8% | +$2.21K | 0.01% | 244 |
|
|
2023
Q1 | $20.7K | Sell |
637
-41
| -6% | -$1.33K | 0.01% | 275 |
|
|
2022
Q4 | $19.4K | Buy |
678
+177
| +35% | +$5.06K | 0.01% | 269 |
|
|
2022
Q3 | $16K | Buy |
501
+80
| +19% | +$2.55K | 0.01% | 278 |
|
|
2022
Q2 | $15.5K | Buy |
421
+177
| +73% | +$6.52K | 0.01% | 279 |
|
|
2022
Q1 | $24.2K | Sell |
244
-25
| -9% | -$2.48K | 0.01% | 254 |
|
|
2021
Q4 | $38.5K | Buy |
269
+118
| +78% | +$16.9K | 0.02% | 211 |
|
|
2021
Q3 | $19.1K | Sell |
151
-13,138
| -99% | -$1.66M | 0.01% | 267 |
|
|
2021
Q2 | $121K | Buy |
13,289
+13,271
| +73,728% | +$121K | ﹤0.01% | 356 |
|
|
2021
Q1 | $1.81K | Buy |
+18
| New | +$1.81K | ﹤0.01% | 510 |
|