Sunbelt Securities’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247 | Buy |
+11
| New | +$247 | ﹤0.01% | 1740 |
|
2025
Q1 | – | Sell |
-11
| Closed | -$248 | – | 1906 |
|
2024
Q4 | $248 | Sell |
11
-1,250
| -99% | -$28.2K | ﹤0.01% | 1744 |
|
2024
Q3 | $28.5K | Sell |
1,261
-163
| -11% | -$3.69K | ﹤0.01% | 1077 |
|
2024
Q2 | $23.2K | Sell |
1,424
-125
| -8% | -$2.03K | ﹤0.01% | 1091 |
|
2024
Q1 | $41.4K | Hold |
1,549
| – | – | ﹤0.01% | 921 |
|
2023
Q4 | $63.3K | Sell |
1,549
-212
| -12% | -$8.67K | 0.01% | 765 |
|
2023
Q3 | $55.3K | Sell |
1,761
-14
| -0.8% | -$439 | 0.01% | 779 |
|
2023
Q2 | $77.1K | Sell |
1,775
-325
| -15% | -$14.1K | 0.01% | 702 |
|
2023
Q1 | $61.6K | Buy |
+2,100
| New | +$61.6K | 0.01% | 695 |
|
2021
Q4 | – | Sell |
-3,360
| Closed | -$325K | – | 514 |
|
2021
Q3 | $325K | Hold |
3,360
| – | – | 0.06% | 332 |
|
2021
Q2 | $325K | Hold |
3,360
| – | – | 0.06% | 332 |
|
2021
Q1 | $337K | Buy |
3,360
+1,130
| +51% | +$113K | 0.07% | 312 |
|
2020
Q4 | $342K | Buy |
+2,230
| New | +$342K | 0.07% | 287 |
|