Riverview Trust Company’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-413
| Closed | -$12K | – | 735 |
|
|
2022
Q4 | $12K | Buy |
413
+71
| +21% | +$2.06K | 0.01% | 640 |
|
|
2022
Q3 | $11K | Buy |
342
+25
| +8% | +$804 | 0.01% | 665 |
|
|
2022
Q2 | $12K | Buy |
317
+177
| +126% | +$6.7K | 0.01% | 656 |
|
|
2022
Q1 | $14K | Buy |
+140
| New | +$14K | 0.01% | 662 |
|