SOA Wealth Advisors’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-66
| Closed | -$1.49K | – | 907 |
|
|
2024
Q3 | $1.49K | Hold |
66
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $1.07K | Hold |
66
| – | – | ﹤0.01% | 721 |
|
|
2024
Q1 | $1.76K | Hold |
66
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $2.7K | Hold |
66
| – | – | ﹤0.01% | 663 |
|
|
2023
Q3 | $2.07K | Hold |
66
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $2.87K | Hold |
66
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $2.14K | Hold |
66
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $1.89K | Sell |
66
-16
| -20% | -$457 | ﹤0.01% | 744 |
|
|
2022
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 730 |
|
|
2022
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $8K | Hold |
82
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $11K | Hold |
82
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $10K | Hold |
82
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $9K | Hold |
82
| – | – | ﹤0.01% | 597 |
|
|
2021
Q1 | $8K | Hold |
82
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $10K | Buy |
+82
| New | +$10K | ﹤0.01% | 520 |
|