Raymond James Financial Services Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $3.89M | Sell |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $4.71M | Buy |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $6.48M | Sell |
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|
2021
Q3 | $5.88M | Buy |
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|
2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $935K | Buy |
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