SWM
UNIT
Selective Wealth Management’s Uniti Group UNIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,600
| Closed | -$11K | – | 682 |
|
|
2022
Q3 | $11K | Hold |
1,600
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $15K | Buy |
1,600
+40
| +3% | +$375 | 0.01% | 510 |
|
|
2022
Q1 | $21K | Buy |
+1,560
| New | +$21K | 0.01% | 439 |
|
|
2021
Q2 | – | Sell |
-88
| Closed | -$1K | – | 551 |
|
|
2021
Q1 | $1K | Sell |
88
-57
| -39% | -$648 | ﹤0.01% | 383 |
|
|
2020
Q4 | $2K | Buy |
145
+42
| +41% | +$579 | ﹤0.01% | 347 |
|
|
2020
Q3 | $1K | Hold |
103
| – | – | ﹤0.01% | 302 |
|
|
2020
Q2 | $1K | Sell |
103
-297
| -74% | -$2.88K | ﹤0.01% | 409 |
|
|
2020
Q1 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 299 |
|
|
2018
Q3 | $6K | Buy |
+300
| New | +$6K | 0.07% | 106 |
|