OneDigital Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,549
| Closed | -$268K | – | 1157 |
|
|
2023
Q4 | $268K | Sell |
6,549
-623
| -9% | -$25.5K | ﹤0.01% | 953 |
|
|
2023
Q3 | $225K | Buy |
7,172
+727
| +11% | +$22.8K | ﹤0.01% | 899 |
|
|
2023
Q2 | $280K | Sell |
6,445
-203
| -3% | -$8.81K | 0.01% | 856 |
|
|
2023
Q1 | $216K | Sell |
6,648
-2,542
| -28% | -$82.5K | 0.01% | 890 |
|
|
2022
Q4 | $263K | Buy |
9,190
+2,011
| +28% | +$57.5K | 0.01% | 704 |
|
|
2022
Q3 | $229K | Buy |
+7,179
| New | +$229K | 0.01% | 673 |
|
|
2021
Q2 | – | Sell |
-4,701
| Closed | -$472K | – | 749 |
|
|
2021
Q1 | $472K | Buy |
+4,701
| New | +$472K | 0.02% | 391 |
|