Motley Fool Asset Management’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 |
-6,159
| Closed | -$252K | – | 231 |
|
|
2023
Q4 | $252K | Sell |
6,159
-640
| -9% | -$26.2K | 0.02% | 199 |
|
|
2023
Q3 | $213K | Sell |
6,799
-94
| -1% | -$2.95K | 0.02% | 209 |
|
|
2023
Q2 | $299K | Buy |
+6,893
| New | +$299K | 0.03% | 187 |
|
|
2022
Q3 | – | Sell |
-5,774
| Closed | -$244K | – | 219 |
|
|
2022
Q2 | $244K | Sell |
5,774
-1,529
| -21% | -$64.6K | 0.02% | 211 |
|
|
2022
Q1 | $725K | Sell |
7,303
-232
| -3% | -$23K | 0.05% | 159 |
|
|
2021
Q4 | $1.08M | Buy |
7,535
+431
| +6% | +$61.6K | 0.07% | 146 |
|
|
2021
Q3 | $897K | Buy |
+7,104
| New | +$897K | 0.06% | 154 |
|
|
2021
Q1 | – | Sell |
-6,680
| Closed | -$1.03M | – | 167 |
|
|
2020
Q4 | $1.03M | Buy |
+6,680
| New | +$1.03M | 0.08% | 123 |
|