Optimum Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400 | Hold |
|
|||||
|
2025
Q2 | $242 | Sell |
|
|||||
|
2025
Q1 | $3.13K | Hold |
|
|||||
|
2024
Q4 | $3.6K | Hold |
|
|||||
|
2024
Q3 | $3.62K | Hold |
|
|||||
|
2024
Q2 | $2.6K | Sell |
|
|||||
|
2024
Q1 | $5.07K | Hold |
|
|||||
|
2023
Q4 | $7.77K | Hold |
|
|||||
|
2023
Q3 | $5.96K | Buy |
|
|||||
|
2023
Q2 | $434 | Hold |
|
|||||
|
2023
Q1 | $324 | Hold |
|
|||||
|
2022
Q4 | $286 | Sell |
|
|||||
|
2022
Q3 | $3K | Hold |
|
|||||
|
2022
Q2 | $3K | Hold |
|
|||||
|
2022
Q1 | $8K | Hold |
|
|||||
|
2021
Q4 | $12K | Hold |
|
|||||
|
2021
Q3 | $11K | Buy |
|
|||||
|
2021
Q2 | $8K | Hold |
|
|||||
|
2021
Q1 | $8K | Buy |
|