SVB Wealth’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-895
| Closed | -$17.5K | – | 1549 |
|
|
2025
Q1 | $17.5K | Buy |
+895
| New | +$17.5K | ﹤0.01% | 777 |
|
|
2024
Q1 | – | Sell |
-6,481
| Closed | -$265K | – | 913 |
|
|
2023
Q4 | $265K | Buy |
+6,481
| New | +$265K | 0.01% | 673 |
|
|
2023
Q2 | – | Sell |
-21,507
| Closed | -$698K | – | 1005 |
|
|
2023
Q1 | $698K | Sell |
21,507
-482
| -2% | -$15.6K | 0.01% | 458 |
|
|
2022
Q4 | $629K | Buy |
21,989
+604
| +3% | +$17.3K | 0.01% | 502 |
|
|
2022
Q3 | $682K | Buy |
+21,385
| New | +$682K | 0.01% | 450 |
|