Simplicity Solutions’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$243K | – | 702 |
|
|
2022
Q1 | $243K | Sell |
2,450
-2,882
| -54% | -$286K | 0.03% | 546 |
|
|
2021
Q4 | $762K | Buy |
5,332
+2,708
| +103% | +$387K | 0.09% | 275 |
|
|
2021
Q3 | $331K | Buy |
2,624
+681
| +35% | +$85.9K | 0.05% | 391 |
|
|
2021
Q2 | $213K | Buy |
+1,943
| New | +$213K | 0.04% | 485 |
|