Optimum Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242 | Sell |
10
-150
| -94% | -$3.63K | ﹤0.01% | 602 |
|
|
2025
Q1 | $3.13K | Hold |
160
| – | – | ﹤0.01% | 580 |
|
|
2024
Q4 | $3.6K | Hold |
160
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $3.62K | Hold |
160
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $2.6K | Sell |
160
-30
| -16% | -$488 | ﹤0.01% | 584 |
|
|
2024
Q1 | $5.07K | Hold |
190
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $7.77K | Hold |
190
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $5.96K | Buy |
190
+180
| +1,800% | +$5.65K | ﹤0.01% | 593 |
|
|
2023
Q2 | $434 | Hold |
10
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $324 | Hold |
10
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $286 | Sell |
10
-75
| -88% | -$2.15K | ﹤0.01% | 740 |
|
|
2022
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 700 |
|
|
2022
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 736 |
|
|
2022
Q1 | $8K | Hold |
85
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $12K | Hold |
85
| – | – | ﹤0.01% | 663 |
|
|
2021
Q3 | $11K | Buy |
85
+8
| +10% | +$1.04K | ﹤0.01% | 675 |
|
|
2021
Q2 | $8K | Hold |
77
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $8K | Buy |
+77
| New | +$8K | ﹤0.01% | 789 |
|