Teamwork Financial Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,687
| Closed | -$663K | – | 252 |
|
|
2022
Q1 | $663K | Sell |
6,687
-7,809
| -54% | -$774K | 0.12% | 141 |
|
|
2021
Q4 | $2.07M | Sell |
14,496
-285
| -2% | -$40.8K | 0.38% | 49 |
|
|
2021
Q3 | $1.87M | Sell |
14,781
-4,228
| -22% | -$534K | 0.37% | 51 |
|
|
2021
Q2 | $2.09M | Buy |
+19,009
| New | +$2.09M | 0.43% | 41 |
|