Phoenix Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,809
| Closed | -$733K | – | 120 |
|
|
2022
Q1 | $733K | Buy |
7,809
+96
| +1% | +$9.01K | 0.76% | 33 |
|
|
2021
Q4 | $1.1M | Sell |
7,713
-809
| -9% | -$116K | 0.83% | 33 |
|
|
2021
Q3 | $1.08M | Buy |
8,522
+258
| +3% | +$32.6K | 0.8% | 31 |
|
|
2021
Q2 | $881K | Buy |
8,264
+2,216
| +37% | +$236K | 0.64% | 46 |
|
|
2021
Q1 | $611K | Buy |
+6,048
| New | +$611K | 0.48% | 52 |
|