Lyell Wealth Management’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 |
-13,025
| Closed | -$415K | – | 200 |
|
|
2022
Q3 | $415K | Sell |
13,025
-748
| -5% | -$23.8K | 0.07% | 136 |
|
|
2022
Q2 | $507K | Sell |
13,773
-821
| -6% | -$30.2K | 0.08% | 131 |
|
|
2022
Q1 | $1.45M | Buy |
14,594
+4,232
| +41% | +$420K | 0.19% | 96 |
|
|
2021
Q4 | $1.48M | Buy |
+10,362
| New | +$1.48M | 0.17% | 91 |
|