Stratos Wealth Partners’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 |
-4,184
| Closed | -$415K | – | 1300 |
|
|
2022
Q1 | $415K | Buy |
4,184
+1,845
| +79% | +$183K | 0.01% | 883 |
|
|
2021
Q4 | $334K | Buy |
2,339
+89
| +4% | +$12.7K | 0.01% | 963 |
|
|
2021
Q3 | $284K | Sell |
2,250
-855
| -28% | -$108K | 0.01% | 960 |
|
|
2021
Q2 | $341K | Buy |
+3,105
| New | +$341K | 0.01% | 921 |
|
|
2021
Q1 | – | Sell |
-2,056
| Closed | -$316K | – | 1171 |
|
|
2020
Q4 | $316K | Buy |
+2,056
| New | +$316K | 0.01% | 832 |
|