Principal Securities’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Buy |
2,266
+844
| +59% | +$20.4K | ﹤0.01% | 1819 |
|
|
2025
Q1 | $32K | Hold |
1,422
| – | – | ﹤0.01% | 1961 |
|
|
2024
Q4 | $32K | Buy |
1,422
+477
| +50% | +$10.7K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $21.4K | Buy |
945
+255
| +37% | +$5.77K | ﹤0.01% | 2085 |
|
|
2024
Q2 | $11.2K | Buy |
690
+168
| +32% | +$2.73K | ﹤0.01% | 2336 |
|
|
2024
Q1 | $13.9K | Sell |
522
-374
| -42% | -$9.99K | ﹤0.01% | 2185 |
|
|
2023
Q4 | $36.6K | Buy |
+896
| New | +$36.6K | ﹤0.01% | 1621 |
|