Prospera Financial Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
18,508
+3,366
| +22% | +$81.5K | 0.01% | 950 |
|
|
2025
Q1 | $297K | Sell |
15,142
-62
| -0.4% | -$1.22K | 0.01% | 991 |
|
|
2024
Q4 | $342K | Buy |
+15,204
| New | +$342K | 0.01% | 880 |
|
|
2024
Q2 | – | Sell |
-7,696
| Closed | -$205K | – | 1187 |
|
|
2024
Q1 | $205K | Buy |
7,696
+266
| +4% | +$7.1K | 0.01% | 1032 |
|
|
2023
Q4 | $304K | Buy |
7,430
+734
| +11% | +$30K | 0.01% | 840 |
|
|
2023
Q3 | $210K | Hold |
6,696
| – | – | 0.01% | 936 |
|
|
2023
Q2 | $291K | Sell |
6,696
-1,282
| -16% | -$55.7K | 0.01% | 809 |
|
|
2023
Q1 | $259K | Buy |
7,978
+876
| +12% | +$28.4K | 0.01% | 828 |
|
|
2022
Q4 | $203K | Buy |
+7,102
| New | +$203K | 0.01% | 841 |
|
|
2022
Q3 | – | Sell |
-1,312
| Closed | -$48K | – | 1540 |
|
|
2022
Q2 | $48K | Sell |
1,312
-33
| -2% | -$1.21K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $133K | Buy |
+1,345
| New | +$133K | 0.01% | 1023 |
|