SteelPeak Wealth’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,852
| Closed | -$221K | – | 558 |
|
|
2024
Q4 | $221K | Buy |
+9,852
| New | +$221K | 0.01% | 439 |
|
|
2024
Q3 | – | Sell |
-58,926
| Closed | -$958K | – | 512 |
|
|
2024
Q2 | $958K | Buy |
58,926
+13,658
| +30% | +$222K | 0.04% | 223 |
|
|
2024
Q1 | $1.21M | Buy |
45,268
+18,838
| +71% | +$503K | 0.06% | 196 |
|
|
2023
Q4 | $1.08M | Sell |
26,430
-18,446
| -41% | -$754K | 0.06% | 195 |
|
|
2023
Q3 | $1.41M | Buy |
44,876
+20,800
| +86% | +$653K | 0.09% | 160 |
|
|
2023
Q2 | $1.05M | Buy |
24,076
+123
| +0.5% | +$5.34K | 0.06% | 176 |
|
|
2023
Q1 | $777K | Buy |
23,953
+5,764
| +32% | +$187K | 0.05% | 182 |
|
|
2022
Q4 | $520K | Sell |
18,189
-2,190
| -11% | -$62.6K | 0.04% | 238 |
|
|
2022
Q3 | $649K | Buy |
20,379
+1,025
| +5% | +$32.6K | 0.05% | 208 |
|
|
2022
Q2 | $713K | Buy |
19,354
+12,321
| +175% | +$454K | 0.05% | 205 |
|
|
2022
Q1 | $698K | Buy |
+7,033
| New | +$698K | 0.04% | 222 |
|