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Retirement Planning Company of New England’s Unity U Stock Holding History

Retirement Planning Company of New England’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-130
Closed -$18K – 834
2021
Q4 		$18K Buy
+130
New +$19.9K 0.01% 548

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Retirement Planning Company of New England's U Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Unity (U) in Q1 2022, closing a stake of 130 shares — an estimated $18K sold.

Retirement Planning Company of New England first reported a position in U in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 580 funds tracked by Wall St. Rank hold U as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 130 Unity shares in Q1 2022, an estimated $18K.
  • Retirement Planning Company of New England first reported a position in Unity in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Unity position peaked at $18K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.