KeyBank National Association’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,499
| Closed | -$248K | – | 1123 |
|
|
2022
Q1 | $248K | Sell |
2,499
-361
| -13% | -$35.8K | ﹤0.01% | 974 |
|
|
2021
Q4 | $409K | Sell |
2,860
-89
| -3% | -$12.7K | ﹤0.01% | 846 |
|
|
2021
Q3 | $372K | Hold |
2,949
| – | – | ﹤0.01% | 881 |
|
|
2021
Q2 | $324K | Buy |
+2,949
| New | +$324K | ﹤0.01% | 924 |
|