NewEdge Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
443
| – | – | ﹤0.01% | 3193 |
|
|
2025
Q1 | $8.68K | Hold |
443
| – | – | ﹤0.01% | 3149 |
|
|
2024
Q4 | $9.95K | Sell |
443
-10
| -2% | -$225 | ﹤0.01% | 3033 |
|
|
2024
Q3 | $10.2K | Hold |
453
| – | – | ﹤0.01% | 2932 |
|
|
2024
Q2 | $7.37K | Sell |
453
-161
| -26% | -$2.62K | ﹤0.01% | 2967 |
|
|
2024
Q1 | $16.4K | Sell |
614
-63
| -9% | -$1.68K | ﹤0.01% | 2696 |
|
|
2023
Q4 | $27.7K | Buy |
677
+213
| +46% | +$8.71K | ﹤0.01% | 2449 |
|
|
2023
Q3 | $14.6K | Buy |
464
+125
| +37% | +$3.92K | ﹤0.01% | 2464 |
|
|
2023
Q2 | $14.7K | Sell |
339
-76
| -18% | -$3.3K | ﹤0.01% | 2480 |
|
|
2023
Q1 | $13.5K | Sell |
415
-3,531
| -89% | -$115K | ﹤0.01% | 2482 |
|
|
2022
Q4 | $106K | Buy |
+3,946
| New | +$106K | ﹤0.01% | 1418 |
|