Spire Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.89K | Buy |
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|
2025
Q2 | $852 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $130K | Sell |
|
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|
2023
Q4 | $359K | Buy |
|
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|
2023
Q3 | $102K | Sell |
|
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|
2023
Q2 | $147K | Sell |
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|
2023
Q1 | $159K | Sell |
|
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $261K | Buy |
|
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|
2022
Q2 | $128K | Sell |
|
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $1.34M | Buy |
|
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $275K | Buy |
|