Plante Moran Financial Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80
| Closed | -$2.14K | – | 899 |
|
|
2024
Q1 | $2.14K | Sell |
80
-76
| -49% | -$2.03K | ﹤0.01% | 764 |
|
|
2023
Q4 | $6.38K | Buy |
+156
| New | +$6.38K | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1088 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 948 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 1114 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 908 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 980 |
|