Oakworth Capital’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$13K | – | 642 |
|
|
2023
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $9.73K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $8.58K | Hold |
300
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $30K | Hold |
300
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $43K | Buy |
+300
| New | +$43K | ﹤0.01% | 345 |
|