Lindbrook Capital’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $271K | Sell |
13,834
-13,689
| -50% | -$268K | 0.03% | 332 |
|
|
2024
Q4 | $618K | Buy |
27,523
+25,586
| +1,321% | +$575K | 0.06% | 191 |
|
|
2024
Q3 | $43.8K | Buy |
1,937
+880
| +83% | +$19.9K | ﹤0.01% | 886 |
|
|
2024
Q2 | $17.2K | Buy |
1,057
+455
| +76% | +$7.4K | ﹤0.01% | 1332 |
|
|
2024
Q1 | $16.1K | Buy |
602
+407
| +209% | +$10.9K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $7.97K | Sell |
195
-149
| -43% | -$6.09K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $10.8K | Sell |
344
-173
| -33% | -$5.43K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $22.4K | Buy |
517
+210
| +68% | +$9.12K | ﹤0.01% | 1026 |
|
|
2023
Q1 | $9.96K | Sell |
307
-266
| -46% | -$8.63K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $16.4K | Buy |
573
+455
| +386% | +$13K | ﹤0.01% | 1169 |
|
|
2022
Q3 | $4K | Buy |
118
+14
| +13% | +$475 | ﹤0.01% | 1802 |
|
|
2022
Q2 | $4K | Sell |
104
-96
| -48% | -$3.69K | ﹤0.01% | 1701 |
|
|
2022
Q1 | $20K | Buy |
200
+100
| +100% | +$10K | ﹤0.01% | 1010 |
|
|
2021
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 1152 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$8K | – | 1944 |
|
|
2020
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 1011 |
|