Nisa Investment 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 | $203K | Sell |
8,400
-7,100
| -46% | -$172K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $304K | Sell |
15,500
-950
| -6% | -$18.6K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $370K | Hold |
16,450
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q3 | $372K | Buy |
16,450
+14,950
| +997% | +$338K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $24.4K | Sell |
1,500
-27,200
| -95% | -$442K | ﹤0.01% | 1878 |
|
|
2024
Q1 | $766K | Buy |
28,700
+17,450
| +155% | +$466K | 0.01% | 950 |
|
|
2023
Q4 | $460K | Sell |
11,250
-49,550
| -81% | -$2.03M | ﹤0.01% | 1079 |
|
|
2023
Q3 | $1.91M | Sell |
60,800
-1,900
| -3% | -$59.6K | 0.01% | 682 |
|
|
2023
Q2 | $2.72M | Buy |
62,700
+51,300
| +450% | +$2.23M | 0.02% | 582 |
|
|
2023
Q1 | $370K | Buy |
11,400
+3,800
| +50% | +$123K | ﹤0.01% | 1156 |
|
|
2022
Q4 | $217K | Buy |
7,600
+7,440
| +4,650% | +$212K | ﹤0.01% | 1350 |
|
|
2022
Q3 | $5K | Sell |
160
-13,440
| -99% | -$420K | ﹤0.01% | 2306 |
|
|
2022
Q2 | $501K | Buy |
13,600
+6,500
| +92% | +$239K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $704K | Buy |
+7,100
| New | +$704K | 0.01% | 981 |
|