OA
Operose Advisors’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72K | Hold |
195
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $3.82K | Hold |
195
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $4.38K | Hold |
195
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $4.41K | Hold |
195
| – | – | ﹤0.01% | 546 |
|
|
2024
Q2 | $3.17K | Hold |
195
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $5.21K | Hold |
195
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $7.97K | Sell |
195
-5
| -3% | -$204 | ﹤0.01% | 489 |
|
|
2023
Q3 | $6.28K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $8.68K | Hold |
200
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $6.49K | Buy |
+200
| New | +$6.49K | ﹤0.01% | 284 |
|