TD Private Client 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 | $726 | Buy |
30
+23
| +329% | +$557 | ﹤0.01% | 1319 |
|
|
2025
Q1 | $137 | Buy |
+7
| New | +$137 | ﹤0.01% | 1388 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$372 | – | 1268 |
|
|
2022
Q4 | $372 | Buy |
+13
| New | +$372 | ﹤0.01% | 1189 |
|
|
2022
Q2 | – | Sell |
-59
| Closed | -$5.85K | – | 1294 |
|
|
2022
Q1 | $5.85K | Buy |
+59
| New | +$5.85K | ﹤0.01% | 1090 |
|