RE Dickinson Investment Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-58
| Closed | -$2K | – | 280 |
|
|
2023
Q3 | $2K | Buy |
58
+5
| +9% | +$172 | ﹤0.01% | 239 |
|
|
2023
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $2 | Hold |
53
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $5K | Buy |
53
+4
| +8% | +$377 | ﹤0.01% | 222 |
|
|
2021
Q4 | $7K | Buy |
+49
| New | +$7K | 0.01% | 196 |
|