Prosperity Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,035
| Closed | -$363K | – | 235 |
|
|
2024
Q3 | $363K | Buy |
+16,035
| New | +$363K | 0.15% | 115 |
|
|
2024
Q1 | – | Sell |
-6,550
| Closed | -$268K | – | 189 |
|
|
2023
Q4 | $268K | Buy |
+6,550
| New | +$268K | 0.17% | 93 |
|
|
2023
Q3 | – | Sell |
-6,550
| Closed | -$284K | – | 161 |
|
|
2023
Q2 | $284K | Buy |
+6,550
| New | +$284K | 0.18% | 93 |
|