Sterling Investment Advisors (Pennsylvania)’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,222
Closed -$1.51M 628
2022
Q1
$1.51M Buy
15,222
+1,065
+8% +$106K 0.43% 67
2021
Q4
$2.02M Sell
14,157
-368
-3% -$52.6K 0.57% 57
2021
Q3
$1.83M Buy
14,525
+2,850
+24% +$360K 0.55% 60
2021
Q2
$1.28M Buy
+11,675
New +$1.28M 0.38% 76