Strategic Asset Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-68
| Closed | -$3K | – | 628 |
|
|
2022
Q2 | $3K | Sell |
68
-11
| -14% | -$485 | ﹤0.01% | 550 |
|
|
2022
Q1 | $8K | Buy |
79
+8
| +11% | +$810 | 0.01% | 428 |
|
|
2021
Q4 | $10K | Buy |
71
+32
| +82% | +$4.51K | 0.01% | 372 |
|
|
2021
Q3 | $5K | Buy |
+39
| New | +$5K | 0.01% | 403 |
|