Kestra Advisory Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $184K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $747K | Buy |
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|
2021
Q1 | $479K | Buy |
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|
2020
Q4 | $403K | Buy |
|