Morse Asset Management’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 |
-3,379
| Closed | -$335K | – | 161 |
|
|
2022
Q1 | $335K | Sell |
3,379
-5,378
| -61% | -$533K | 0.08% | 145 |
|
|
2021
Q4 | $1.25M | Buy |
8,757
+1,718
| +24% | +$246K | 0.28% | 78 |
|
|
2021
Q3 | $889K | Buy |
7,039
+3,994
| +131% | +$504K | 0.21% | 97 |
|
|
2021
Q2 | $334K | Buy |
+3,045
| New | +$334K | 0.08% | 138 |
|