Koss-Olinger Consulting’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,500
| Closed | -$225K | – | 292 |
|
|
2023
Q4 | $225K | Buy |
+5,500
| New | +$225K | 0.02% | 285 |
|
|
2023
Q3 | – | Sell |
-5,500
| Closed | -$239K | – | 308 |
|
|
2023
Q2 | $239K | Buy |
+5,500
| New | +$239K | 0.03% | 220 |
|
|
2021
Q3 | – | Sell |
-25,500
| Closed | -$2.8M | – | 275 |
|
|
2021
Q2 | $2.8M | Hold |
25,500
| – | – | 0.42% | 26 |
|
|
2021
Q1 | $2.56M | Buy |
+25,500
| New | +$2.56M | 0.44% | 28 |
|