Royal Fund Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,040
| Closed | -$408K | – | 275 |
|
|
2024
Q3 | $408K | Buy |
18,040
+6,820
| +61% | +$154K | 0.02% | 223 |
|
|
2024
Q2 | $182K | Sell |
11,220
-50,100
| -82% | -$815K | 0.01% | 231 |
|
|
2024
Q1 | $1.64M | Buy |
61,320
+200
| +0.3% | +$5.34K | 0.16% | 141 |
|
|
2023
Q4 | $2.5M | Sell |
61,120
-2,300
| -4% | -$94K | 0.28% | 100 |
|
|
2023
Q3 | $1.99M | Buy |
+63,420
| New | +$1.99M | 0.27% | 106 |
|