Opal Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,444
| Closed | -$202K | – | 174 |
|
|
2023
Q3 | $202K | Sell |
6,444
-46
| -0.7% | -$1.44K | 0.12% | 137 |
|
|
2023
Q2 | $282K | Buy |
+6,490
| New | +$282K | 0.14% | 105 |
|
|
2022
Q2 | – | Sell |
-2,394
| Closed | -$238K | – | 125 |
|
|
2022
Q1 | $238K | Buy |
+2,394
| New | +$238K | 0.21% | 83 |
|