Kelly Lawrence W & Associates’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-450
| Closed | -$17K | – | 185 |
|
|
2022
Q2 | $17K | Hold |
450
| – | – | ﹤0.01% | 141 |
|
|
2022
Q1 | $45K | Hold |
450
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $64K | Hold |
450
| – | – | 0.01% | 113 |
|
|
2021
Q3 | $57K | Hold |
450
| – | – | 0.01% | 115 |
|
|
2021
Q2 | $49K | Buy |
450
+250
| +125% | +$27.2K | 0.01% | 119 |
|
|
2021
Q1 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 135 |
|