Montag & Associates’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42K | Hold |
100
| – | – | ﹤0.01% | 835 |
|
|
2025
Q1 | $1.96K | Buy |
+100
| New | +$1.96K | ﹤0.01% | 895 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 990 |
|
|
2022
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $7K | Sell |
200
-30
| -13% | -$1.05K | ﹤0.01% | 730 |
|
|
2022
Q1 | $23K | Hold |
230
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $33K | Buy |
230
+200
| +667% | +$28.7K | ﹤0.01% | 626 |
|
|
2021
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 774 |
|