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 |
|