Summit Securities Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1279 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 960 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1090 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$319K | – | 1126 |
|
|
2022
Q3 | $319K | Buy |
+10,000
| New | +$319K | 0.02% | 201 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 534 |
|
|
2021
Q3 | – | Sell |
-1,950
| Closed | -$214K | – | 490 |
|
|
2021
Q2 | $214K | Buy |
+1,950
| New | +$214K | 0.02% | 309 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 412 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 344 |
|