TCI Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-91
| Closed | -$2.95K | – | 2104 |
|
|
2023
Q1 | $2.95K | Sell |
91
-90
| -50% | -$2.92K | ﹤0.01% | 1862 |
|
|
2022
Q4 | $5.18K | Sell |
181
-311
| -63% | -$8.89K | ﹤0.01% | 1501 |
|
|
2022
Q3 | $16K | Buy |
492
+351
| +249% | +$11.4K | ﹤0.01% | 782 |
|
|
2022
Q2 | $5K | Buy |
141
+35
| +33% | +$1.24K | ﹤0.01% | 1544 |
|
|
2022
Q1 | $11K | Buy |
106
+47
| +80% | +$4.88K | ﹤0.01% | 1065 |
|
|
2021
Q4 | $8K | Buy |
59
+15
| +34% | +$2.03K | ﹤0.01% | 1375 |
|
|
2021
Q3 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 1506 |
|