Sowell Financial Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,460
| Closed | -$714K | – | 587 |
|
|
2023
Q4 | $714K | Buy |
17,460
+2,413
| +16% | +$98.7K | 0.04% | 383 |
|
|
2023
Q3 | $472K | Buy |
15,047
+4,579
| +44% | +$144K | 0.03% | 411 |
|
|
2023
Q2 | $455K | Buy |
+10,468
| New | +$455K | 0.03% | 471 |
|
|
2021
Q2 | – | Sell |
-270
| Closed | -$24K | – | 2573 |
|
|
2021
Q1 | $24K | Buy |
270
+94
| +53% | +$8.36K | ﹤0.01% | 1985 |
|
|
2020
Q4 | $27K | Buy |
176
+131
| +291% | +$20.1K | ﹤0.01% | 1620 |
|
|
2020
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 2083 |
|