Sara-Bay Financial’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 |
-148,380
| Closed | -$3.36M | – | 89 |
|
|
2024
Q3 | $3.36M | Sell |
148,380
-4,112
| -3% | -$93K | 1.22% | 16 |
|
|
2024
Q2 | $2.48M | Sell |
152,492
-1,048
| -0.7% | -$17K | 1.01% | 15 |
|
|
2024
Q1 | $4.09M | Buy |
153,540
+594
| +0.4% | +$15.8K | 1.83% | 13 |
|
|
2023
Q4 | $6.25M | Buy |
+152,946
| New | +$6.25M | 3.05% | 10 |
|