Lloyd Advisory Services’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 |
-628
| Closed | -$62K | – | 544 |
|
|
2022
Q1 | $62K | Buy |
628
+104
| +20% | +$10.3K | 0.03% | 210 |
|
|
2021
Q4 | $75K | Buy |
524
+103
| +24% | +$14.7K | 0.03% | 158 |
|
|
2021
Q3 | $53K | Buy |
421
+169
| +67% | +$21.3K | 0.03% | 156 |
|
|
2021
Q2 | $28K | Buy |
252
+82
| +48% | +$9.11K | 0.01% | 218 |
|
|
2021
Q1 | $17K | Buy |
+170
| New | +$17K | 0.01% | 222 |
|