Spire Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852 | Buy |
+35
| New | +$852 | ﹤0.01% | 2307 |
|
|
2024
Q2 | – | Sell |
-4,877
| Closed | -$130K | – | 2388 |
|
|
2024
Q1 | $130K | Sell |
4,877
-5,964
| -55% | -$159K | ﹤0.01% | 918 |
|
|
2023
Q4 | $359K | Buy |
10,841
+7,597
| +234% | +$252K | 0.01% | 596 |
|
|
2023
Q3 | $102K | Sell |
3,244
-131
| -4% | -$4.11K | ﹤0.01% | 949 |
|
|
2023
Q2 | $147K | Sell |
3,375
-1,527
| -31% | -$66.3K | 0.01% | 831 |
|
|
2023
Q1 | $159K | Sell |
4,902
-6,281
| -56% | -$204K | 0.01% | 801 |
|
|
2022
Q4 | $320K | Buy |
11,183
+2,998
| +37% | +$85.8K | 0.02% | 448 |
|
|
2022
Q3 | $261K | Buy |
8,185
+4,698
| +135% | +$150K | 0.02% | 465 |
|
|
2022
Q2 | $128K | Sell |
3,487
-5,231
| -60% | -$192K | 0.01% | 939 |
|
|
2022
Q1 | $867K | Sell |
8,718
-559
| -6% | -$55.6K | 0.02% | 421 |
|
|
2021
Q4 | $1.34M | Buy |
9,277
+474
| +5% | +$68.5K | 0.03% | 396 |
|
|
2021
Q3 | $1.11M | Buy |
8,803
+6,300
| +252% | +$795K | 0.03% | 387 |
|
|
2021
Q2 | $275K | Sell |
2,503
-250
| -9% | -$27.5K | 0.01% | 811 |
|
|
2021
Q1 | $275K | Buy |
+2,753
| New | +$275K | 0.01% | 916 |
|