Retirement Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $22.3K | Buy |
836
+835
| +83,500% | +$22.3K | 0.01% | 350 |
|
|
2023
Q4 | $41 | Sell |
1
-100
| -99% | -$4.1K | ﹤0.01% | 824 |
|
|
2023
Q3 | $3.17K | Buy |
101
+100
| +10,000% | +$3.14K | ﹤0.01% | 535 |
|
|
2023
Q2 | $43 | Hold |
1
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 725 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 829 |
|
|
2021
Q2 | – | Sell |
-581
| Closed | -$58K | – | 776 |
|
|
2021
Q1 | $58K | Buy |
581
+534
| +1,136% | +$53.3K | 0.03% | 260 |
|
|
2020
Q4 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 474 |
|