MML Investors Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,850
| Closed | -$744K | – | 2577 |
|
|
2024
Q1 | $744K | Sell |
27,850
-5,532
| -17% | -$148K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $1.37M | Sell |
33,382
-8,714
| -21% | -$356K | 0.01% | 1184 |
|
|
2023
Q3 | $1.32M | Sell |
42,096
-14,064
| -25% | -$441K | 0.01% | 1093 |
|
|
2023
Q2 | $2.44M | Buy |
56,160
+705
| +1% | +$30.6K | 0.01% | 815 |
|
|
2023
Q1 | $1.8M | Buy |
55,455
+15,183
| +38% | +$493K | 0.01% | 824 |
|
|
2022
Q4 | $1.15M | Sell |
40,272
-348
| -0.9% | -$9.95K | 0.01% | 1075 |
|
|
2022
Q3 | $1.29M | Sell |
40,620
-15,586
| -28% | -$497K | 0.01% | 937 |
|
|
2022
Q2 | $2.07M | Buy |
56,206
+17,034
| +43% | +$627K | 0.02% | 734 |
|
|
2022
Q1 | $3.89M | Buy |
39,172
+11,074
| +39% | +$1.1M | 0.03% | 531 |
|
|
2021
Q4 | $4.02M | Buy |
28,098
+967
| +4% | +$138K | 0.03% | 507 |
|
|
2021
Q3 | $3.43M | Buy |
27,131
+2,771
| +11% | +$350K | 0.03% | 539 |
|
|
2021
Q2 | $2.68M | Buy |
24,360
+2,726
| +13% | +$299K | 0.02% | 598 |
|
|
2021
Q1 | $2.17M | Buy |
+21,634
| New | +$2.17M | 0.02% | 633 |
|