Rise Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-130
| Closed | -$3.47K | – | 1275 |
|
|
2024
Q1 | $3.47K | Hold |
130
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q4 | $5.32K | Hold |
130
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $4.08K | Hold |
130
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $5.65K | Hold |
130
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $4.22K | Sell |
130
-30
| -19% | -$973 | ﹤0.01% | 473 |
|
|
2022
Q4 | $4.57K | Hold |
160
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $6K | Hold |
160
| – | – | 0.01% | 425 |
|
|
2022
Q1 | $16K | Buy |
160
+30
| +23% | +$3K | 0.01% | 276 |
|
|
2021
Q4 | $18.6K | Buy |
+130
| New | +$18.6K | 0.02% | 255 |
|