Loomis, Sayles & Company’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 |
-160
| Closed | -$7K | – | 957 |
|
|
2023
Q4 | $7K | Sell |
160
-57
| -26% | -$2.49K | ﹤0.01% | 853 |
|
|
2023
Q3 | $7K | Buy |
217
+106
| +95% | +$3.42K | ﹤0.01% | 872 |
|
|
2023
Q2 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 866 |
|
|
2022
Q1 | – | Sell |
-10,291
| Closed | -$1.47M | – | 1052 |
|
|
2021
Q4 | $1.47M | Sell |
10,291
-6,245
| -38% | -$893K | ﹤0.01% | 490 |
|
|
2021
Q3 | $2.09M | Buy |
16,536
+4,240
| +34% | +$535K | ﹤0.01% | 446 |
|
|
2021
Q2 | $1.35M | Buy |
+12,296
| New | +$1.35M | ﹤0.01% | 491 |
|