Stonebridge Capital Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69
| Closed | -$3K | – | 1009 |
|
|
2023
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 769 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 1116 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1144 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1091 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$3K | – | 1110 |
|
|
2021
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 827 |
|