Kingsview Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,008
| Closed | -$391K | – | 1006 |
|
|
2023
Q2 | $391K | Buy |
+9,008
| New | +$391K | 0.02% | 656 |
|
|
2022
Q3 | – | Sell |
-7,495
| Closed | -$276K | – | 883 |
|
|
2022
Q2 | $276K | Buy |
+7,495
| New | +$276K | 0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-4,599
| Closed | -$658K | – | 960 |
|
|
2021
Q4 | $658K | Buy |
4,599
+247
| +6% | +$35.3K | 0.03% | 504 |
|
|
2021
Q3 | $549K | Buy |
+4,352
| New | +$549K | 0.03% | 518 |
|