Shufro Rose & Co’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$200K | – | 351 |
|
|
2021
Q4 | $200K | Buy |
+1,400
| New | +$200K | 0.01% | 275 |
|
|
2021
Q3 | – | Sell |
-2,800
| Closed | -$308K | – | 309 |
|
|
2021
Q2 | $308K | Sell |
2,800
-1,977
| -41% | -$217K | 0.02% | 215 |
|
|
2021
Q1 | $479K | Buy |
+4,777
| New | +$479K | 0.04% | 165 |
|