SeaCrest Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,731
| Closed | -$305K | – | 658 |
|
|
2023
Q3 | $305K | Buy |
9,731
+386
| +4% | +$12.1K | 0.04% | 451 |
|
|
2023
Q2 | $406K | Buy |
+9,345
| New | +$406K | 0.05% | 381 |
|
|
2022
Q3 | – | Sell |
-1,342
| Closed | -$49K | – | 1454 |
|
|
2022
Q2 | $49K | Buy |
+1,342
| New | +$49K | 0.01% | 1127 |
|
|
2021
Q1 | – | Sell |
-1,608
| Closed | -$247K | – | 683 |
|
|
2020
Q4 | $247K | Buy |
+1,608
| New | +$247K | 0.03% | 497 |
|