Next Financial Group’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$98K Buy
690
+128
+23% +$18.2K 0.01% 1178
2021
Q3
$71K Sell
562
-329
-37% -$41.6K 0.01% 1270
2021
Q2
$98K Buy
891
+350
+65% +$38.5K 0.01% 1128
2021
Q1
$54K Buy
541
+391
+261% +$39K ﹤0.01% 1249
2020
Q4
$23K Buy
+150
New +$23K ﹤0.01% 1496