TFC Financial Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678 | Hold |
28
| – | – | ﹤0.01% | 636 |
|
|
2025
Q1 | $549 | Hold |
28
| – | – | ﹤0.01% | 629 |
|
|
2024
Q4 | $630 | Hold |
28
| – | – | ﹤0.01% | 625 |
|
|
2024
Q3 | $634 | Buy |
+28
| New | +$634 | ﹤0.01% | 630 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$346 | – | 731 |
|
|
2023
Q3 | $346 | Hold |
11
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $478 | Buy |
+11
| New | +$478 | ﹤0.01% | 590 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$3K | – | 580 |
|
|
2022
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $7K | Sell |
70
-58
| -45% | -$5.8K | ﹤0.01% | 331 |
|
|
2021
Q4 | $18K | Buy |
128
+103
| +412% | +$14.5K | 0.01% | 287 |
|
|
2021
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 410 |
|