Private Wealth Management Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55K | Sell |
312
-1
| -0.3% | -$24 | ﹤0.01% | 589 |
|
|
2025
Q1 | $6.13K | Hold |
313
| – | – | ﹤0.01% | 643 |
|
|
2024
Q4 | $7.03K | Buy |
313
+28
| +10% | +$629 | ﹤0.01% | 611 |
|
|
2024
Q3 | $6.45K | Buy |
285
+11
| +4% | +$249 | ﹤0.01% | 626 |
|
|
2024
Q2 | $4.46K | Buy |
274
+150
| +121% | +$2.44K | ﹤0.01% | 746 |
|
|
2024
Q1 | $3.31K | Sell |
124
-27
| -18% | -$721 | ﹤0.01% | 775 |
|
|
2023
Q4 | $6.18K | Buy |
+151
| New | +$6.18K | ﹤0.01% | 559 |
|