Stone House Investment 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 | $1.11K | Buy |
+46
| New | +$1.11K | ﹤0.01% | 448 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$961 | – | 434 |
|
|
2024
Q1 | $961 | Hold |
36
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $1.47K | Sell |
36
-329
| -90% | -$13.5K | ﹤0.01% | 277 |
|
|
2023
Q3 | $11.5K | Hold |
365
| – | – | ﹤0.01% | 157 |
|
|
2023
Q2 | $15.8K | Buy |
365
+36
| +11% | +$1.56K | 0.01% | 130 |
|
|
2023
Q1 | $10.7K | Buy |
+329
| New | +$10.7K | ﹤0.01% | 156 |
|