Total Clarity Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-92
| Closed | -$3K | – | 927 |
|
2022
Q2 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 902 |
|
2022
Q1 | – | Sell |
-30
| Closed | -$4K | – | 865 |
|
2021
Q4 | $4K | Sell |
30
-342
| -92% | -$45.6K | ﹤0.01% | 851 |
|
2021
Q3 | $47K | Buy |
+372
| New | +$47K | 0.02% | 419 |
|
2021
Q2 | – | Sell |
-67
| Closed | -$7K | – | 704 |
|
2021
Q1 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 632 |
|