Laurie J. Hall Trustee’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-265
| Closed | -$8K | – | 317 |
|
|
2022
Q3 | $8K | Hold |
265
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $10K | Hold |
265
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $26K | Hold |
265
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $38K | Hold |
265
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $33K | Hold |
265
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $29K | Hold |
265
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $27K | Hold |
265
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $41K | Buy |
+265
| New | +$41K | 0.02% | 211 |
|